Independence Bank of Kentucky’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
$755K Buy
7,231
+500
+7% +$52.2K 0.11% 159
2025
Q1
$710K Sell
6,731
-494
-7% -$52.1K 0.11% 165
2024
Q4
$770K Sell
7,225
-815
-10% -$86.8K 0.12% 153
2024
Q3
$873K Hold
8,040
0.19% 125
2024
Q2
$857K Buy
8,040
+2,794
+53% +$298K 0.23% 109
2024
Q1
$564K Sell
5,246
-250
-5% -$26.9K 0.17% 141
2023
Q4
$596K Buy
5,496
+2,865
+109% +$311K 0.21% 114
2023
Q3
$270K Hold
2,631
0.11% 153
2023
Q2
$281K Hold
2,631
0.11% 145
2023
Q1
$283K Hold
2,631
0.12% 138
2022
Q4
$278K Sell
2,631
-290
-10% -$30.6K 0.12% 135
2022
Q3
$300K Sell
2,921
-111
-4% -$11.4K 0.15% 126
2022
Q2
$322K Hold
3,032
0.14% 127
2022
Q1
$332K Sell
3,032
-347
-10% -$38K 0.13% 131
2021
Q4
$393K Hold
3,379
0.16% 116
2021
Q3
$393K Buy
3,379
+347
+11% +$40.4K 0.17% 114
2021
Q2
$355K Hold
3,032
0.16% 122
2021
Q1
$352K Hold
3,032
0.17% 115
2020
Q4
$355K Hold
3,032
0.18% 114
2020
Q3
$351K Buy
3,032
+2,235
+280% +$259K 0.2% 108
2020
Q2
$92K Buy
+797
New +$92K 0.06% 164