Holistic Financial Partners’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 | – | Sell |
-1,958
| Closed | -$206K | – | 134 |
|
|
2025
Q1 | $206K | Buy |
+1,958
| New | +$206K | 0.1% | 111 |
|
|
2019
Q2 | – | Sell |
-11,441
| Closed | -$1.27M | – | 98 |
|
|
2019
Q1 | $1.27M | Buy |
+11,441
| New | +$1.27M | 0.54% | 33 |
|
|
2018
Q2 | – | Sell |
-74
| Closed | -$8K | – | 253 |
|
|
2018
Q1 | $8K | Hold |
74
| – | – | 0.01% | 338 |
|
|
2017
Q4 | $8K | Buy |
+74
| New | +$8K | 0.01% | 349 |
|