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