Hummer Financial Advisory 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 | $522K | Hold |
5,000
| – | – | 0.39% | 55 |
|
2025
Q1 | $527K | Hold |
5,000
| – | – | 0.43% | 48 |
|
2024
Q4 | $533K | Hold |
5,000
| – | – | 0.42% | 44 |
|
2024
Q3 | $543K | Hold |
5,000
| – | – | 0.43% | 43 |
|
2024
Q2 | $533K | Hold |
5,000
| – | – | 0.46% | 43 |
|
2024
Q1 | $538K | Hold |
5,000
| – | – | 0.44% | 44 |
|
2023
Q4 | $542K | Hold |
5,000
| – | – | 0.5% | 41 |
|
2023
Q3 | $513K | Hold |
5,000
| – | – | 0.52% | 43 |
|
2023
Q2 | $534K | Hold |
5,000
| – | – | 0.52% | 40 |
|
2023
Q1 | $539K | Hold |
5,000
| – | – | 0.57% | 38 |
|
2022
Q4 | $528K | Hold |
5,000
| – | – | 0.58% | 39 |
|
2022
Q3 | $513K | Hold |
5,000
| – | – | 0.6% | 37 |
|
2022
Q2 | $532K | Hold |
5,000
| – | – | 0.6% | 38 |
|
2022
Q1 | $548K | Hold |
5,000
| – | – | 0.49% | 42 |
|
2021
Q4 | $581K | Hold |
5,000
| – | – | 0.49% | 44 |
|
2021
Q3 | $581K | Hold |
5,000
| – | – | 0.54% | 40 |
|
2021
Q2 | $586K | Hold |
5,000
| – | – | 0.54% | 39 |
|
2021
Q1 | $580K | Hold |
5,000
| – | – | 0.56% | 38 |
|
2020
Q4 | $586K | Hold |
5,000
| – | – | 0.62% | 35 |
|
2020
Q3 | $580K | Buy |
+5,000
| New | +$580K | 0.68% | 32 |
|
2020
Q2 | – | Sell |
-5,000
| Closed | -$565K | – | 92 |
|
2020
Q1 | $565K | Hold |
5,000
| – | – | 0.85% | 28 |
|
2019
Q4 | $570K | Buy |
+5,000
| New | +$570K | 0.62% | 44 |
|