IHT 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 | $2.77M | Sell |
26,501
-80
| -0.3% | -$8.36K | 0.08% | 250 |
|
2025
Q1 | $2.8M | Sell |
26,581
-770
| -3% | -$81.2K | 0.09% | 216 |
|
2024
Q4 | $2.91M | Sell |
27,351
-6,651
| -20% | -$709K | 0.09% | 202 |
|
2024
Q3 | $3.69M | Buy |
34,002
+6,548
| +24% | +$711K | 0.1% | 199 |
|
2024
Q2 | $2.93M | Buy |
27,454
+6,063
| +28% | +$646K | 0.11% | 186 |
|
2024
Q1 | $2.3M | Buy |
21,391
+1,212
| +6% | +$130K | 0.09% | 223 |
|
2023
Q4 | $2.19M | Sell |
20,179
-4,895
| -20% | -$531K | 0.1% | 208 |
|
2023
Q3 | $2.57M | Buy |
25,074
+8,963
| +56% | +$919K | 0.13% | 161 |
|
2023
Q2 | $1.72M | Sell |
16,111
-924
| -5% | -$98.6K | 0.09% | 209 |
|
2023
Q1 | $1.84M | Sell |
17,035
-1,373
| -7% | -$148K | 0.1% | 194 |
|
2022
Q4 | $1.94M | Sell |
18,408
-3,326
| -15% | -$351K | 0.12% | 177 |
|
2022
Q3 | $2.23M | Buy |
21,734
+2,612
| +14% | +$268K | 0.17% | 129 |
|
2022
Q2 | $2.03M | Sell |
19,122
-2,872
| -13% | -$305K | 0.18% | 128 |
|
2022
Q1 | $2.41M | Buy |
21,994
+2,990
| +16% | +$328K | 0.18% | 120 |
|
2021
Q4 | $2.21M | Buy |
19,004
+958
| +5% | +$111K | 0.16% | 133 |
|
2021
Q3 | $2.1M | Sell |
18,046
-2,746
| -13% | -$319K | 0.17% | 131 |
|
2021
Q2 | $2.44M | Buy |
20,792
+1,974
| +10% | +$231K | 0.15% | 137 |
|
2021
Q1 | $2.18M | Buy |
18,818
+3,535
| +23% | +$410K | 0.16% | 150 |
|
2020
Q4 | $1.79M | Buy |
15,283
+2,547
| +20% | +$298K | 0.15% | 145 |
|
2020
Q3 | $1.48M | Buy |
12,736
+3,504
| +38% | +$406K | 0.15% | 146 |
|
2020
Q2 | $1.07M | Sell |
9,232
-3,055
| -25% | -$352K | 0.15% | 153 |
|
2020
Q1 | $1.39M | Sell |
12,287
-1,182
| -9% | -$134K | 0.2% | 121 |
|
2019
Q4 | $1.53M | Buy |
13,469
+7,760
| +136% | +$884K | 0.18% | 138 |
|
2019
Q3 | $650K | Buy |
5,709
+2,347
| +70% | +$267K | 0.09% | 270 |
|
2019
Q2 | $382K | Buy |
3,362
+228
| +7% | +$25.9K | 0.06% | 345 |
|
2019
Q1 | $348K | Buy |
3,134
+190
| +6% | +$21.1K | 0.06% | 332 |
|
2018
Q4 | $321K | Buy |
+2,944
| New | +$321K | 0.06% | 317 |
|
2018
Q2 | – | Sell |
-1,680
| Closed | -$183K | – | 1007 |
|
2018
Q1 | $183K | Hold |
1,680
| – | – | 0.05% | 359 |
|
2017
Q4 | $186K | Buy |
1,680
+305
| +22% | +$33.8K | 0.05% | 363 |
|
2017
Q3 | $152K | Buy |
1,375
+775
| +129% | +$85.7K | 0.06% | 299 |
|
2017
Q2 | $2 | Buy |
+600
| New | +$2 | ﹤0.01% | 1232 |
|