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