Independent Wealth Network’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
$298K Buy
2,848
+464
+19% +$48.5K 0.11% 195
2025
Q1
$251K Buy
2,384
+407
+21% +$42.9K 0.1% 199
2024
Q4
$211K Buy
+1,977
New +$211K 0.09% 220
2023
Q4
Sell
-2,084
Closed -$214K 220
2023
Q3
$214K Sell
2,084
-100
-5% -$10.3K 0.13% 183
2023
Q2
$233K Buy
2,184
+75
+4% +$8.01K 0.14% 173
2023
Q1
$227K Buy
+2,109
New +$227K 0.15% 166
2022
Q3
Sell
-1,902
Closed -$202K 188
2022
Q2
$202K Buy
+1,902
New +$202K 0.15% 170