Horizon Family Wealth’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
Q1 | – | Sell |
-2,720
| Closed | -$290K | – | 80 |
|
|
2024
Q4 | $290K | Hold |
2,720
| – | – | 0.19% | 71 |
|
|
2024
Q3 | $295K | Hold |
2,720
| – | – | 0.21% | 65 |
|
|
2024
Q2 | $290K | Sell |
2,720
-19,702
| -88% | -$2.1M | 0.22% | 59 |
|
|
2024
Q1 | $2.41M | Buy |
22,422
+7,848
| +54% | +$844K | 1.86% | 12 |
|
|
2023
Q4 | $1.58M | Buy |
14,574
+108
| +0.7% | +$11.7K | 1.33% | 16 |
|
|
2023
Q3 | $1.48M | Buy |
14,466
+92
| +0.6% | +$9.43K | 1.44% | 14 |
|
|
2023
Q2 | $1.53M | Buy |
14,374
+3,485
| +32% | +$372K | 1.47% | 17 |
|
|
2023
Q1 | $1.17M | Sell |
10,889
-2,329
| -18% | -$251K | 1.24% | 17 |
|
|
2022
Q4 | $1.39M | Buy |
13,218
+83
| +0.6% | +$8.76K | 1.61% | 14 |
|
|
2022
Q3 | $1.35M | Buy |
13,135
+48
| +0.4% | +$4.92K | 1.64% | 16 |
|
|
2022
Q2 | $1.39M | Buy |
13,087
+405
| +3% | +$43.1K | 1.62% | 16 |
|
|
2022
Q1 | $1.39M | Buy |
12,682
+530
| +4% | +$58.1K | 1.38% | 19 |
|
|
2021
Q4 | $1.41M | Buy |
+12,152
| New | +$1.41M | 1.44% | 19 |
|