Howard Capital 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
$1.1M Buy
10,553
+1,458
+16% +$152K 0.02% 210
2025
Q1
$959K Hold
9,095
0.02% 196
2024
Q4
$969K Sell
9,095
-119
-1% -$12.7K 0.02% 215
2024
Q3
$1M Sell
9,214
-76
-0.8% -$8.26K 0.02% 207
2024
Q2
$990K Sell
9,290
-10
-0.1% -$1.07K 0.1% 49
2024
Q1
$1M Buy
+9,300
New +$1M 0.11% 48
2023
Q4
Sell
-5,498
Closed -$564K 74
2023
Q3
$564K Buy
+5,498
New +$564K 0.08% 49
2023
Q2
Sell
-1,895
Closed -$204K 61
2023
Q1
$204K Buy
+1,895
New +$204K 0.04% 43