Hoge Financial Services’s iShares National Muni Bond ETF MUB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.53M Sell
24,209
-155
-0.6% -$16.2K 1.57% 13
2025
Q1
$2.57M Buy
24,364
+1,100
+5% +$116K 1.8% 13
2024
Q4
$2.48M Sell
23,264
-631
-3% -$67.2K 1.82% 13
2024
Q3
$2.6M Buy
23,895
+270
+1% +$29.3K 1.96% 12
2024
Q2
$2.52M Sell
23,625
-6,045
-20% -$644K 2.06% 12
2024
Q1
$3.19M Buy
29,670
+3,241
+12% +$349K 2.61% 10
2023
Q4
$2.87M Buy
+26,429
New +$2.87M 2.87% 8