Horst & Graben Wealth Management’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 | $319K | Buy |
3,052
+24
| +0.8% | +$2.51K | 0.05% | 126 |
|
2025
Q1 | $319K | Buy |
3,028
+11
| +0.4% | +$1.16K | 0.06% | 122 |
|
2024
Q4 | $321K | Buy |
3,017
+30
| +1% | +$3.2K | 0.06% | 118 |
|
2024
Q3 | $324K | Buy |
2,987
+22
| +0.7% | +$2.39K | 0.06% | 113 |
|
2024
Q2 | $316K | Buy |
2,965
+22
| +0.7% | +$2.34K | 0.06% | 105 |
|
2024
Q1 | $317K | Buy |
2,943
+84
| +3% | +$9.04K | 0.06% | 107 |
|
2023
Q4 | $310K | Sell |
2,859
-2,822
| -50% | -$306K | 0.07% | 101 |
|
2023
Q3 | $583K | Buy |
5,681
+1,501
| +36% | +$154K | 0.14% | 64 |
|
2023
Q2 | $446K | Buy |
4,180
+26
| +0.6% | +$2.77K | 0.11% | 79 |
|
2023
Q1 | $448K | Buy |
4,154
+19
| +0.5% | +$2.05K | 0.11% | 76 |
|
2022
Q4 | $436K | Sell |
4,135
-860
| -17% | -$90.7K | 0.11% | 84 |
|
2022
Q3 | $512K | Buy |
4,995
+27
| +0.5% | +$2.77K | 0.15% | 73 |
|
2022
Q2 | $528K | Sell |
4,968
-404
| -8% | -$42.9K | 0.14% | 76 |
|
2022
Q1 | $589K | Buy |
5,372
+442
| +9% | +$48.5K | 0.14% | 72 |
|
2021
Q4 | $573K | Buy |
4,930
+28
| +0.6% | +$3.25K | 0.14% | 75 |
|
2021
Q3 | $569K | Buy |
4,902
+127
| +3% | +$14.7K | 0.16% | 71 |
|
2021
Q2 | $560K | Buy |
4,775
+22
| +0.5% | +$2.58K | 0.16% | 74 |
|
2021
Q1 | $552K | Buy |
4,753
+2,582
| +119% | +$300K | 0.17% | 76 |
|
2020
Q4 | $254K | Buy |
2,171
+15
| +0.7% | +$1.76K | 0.09% | 98 |
|
2020
Q3 | $250K | Buy |
2,156
+11
| +0.5% | +$1.28K | 0.1% | 99 |
|
2020
Q2 | $248K | Sell |
2,145
-548
| -20% | -$63.4K | 0.11% | 86 |
|
2020
Q1 | $304K | Buy |
+2,693
| New | +$304K | 0.16% | 69 |
|