Innova Wealth Partners’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 | $300K | Sell |
2,870
-50
| -2% | -$5.22K | 0.18% | 76 |
|
|
2025
Q1 | $308K | Sell |
2,920
-80
| -3% | -$8.44K | 0.19% | 72 |
|
|
2024
Q4 | $320K | Buy |
+3,000
| New | +$320K | 0.2% | 67 |
|
|
2024
Q3 | – | Sell |
-4,100
| Closed | -$437K | – | 115 |
|
|
2024
Q2 | $437K | Sell |
4,100
-550
| -12% | -$58.6K | 0.31% | 53 |
|
|
2024
Q1 | $500K | Sell |
4,650
-69
| -1% | -$7.42K | 0.39% | 43 |
|
|
2023
Q4 | $512K | Sell |
4,719
-1,080
| -19% | -$117K | 0.44% | 32 |
|
|
2023
Q3 | $595K | Sell |
5,799
-342
| -6% | -$35.1K | 0.53% | 27 |
|
|
2023
Q2 | $655K | Sell |
6,141
-142
| -2% | -$15.2K | 0.56% | 29 |
|
|
2023
Q1 | $677K | Sell |
6,283
-639
| -9% | -$68.8K | 0.59% | 25 |
|
|
2022
Q4 | $730K | Sell |
6,922
-2,126
| -23% | -$224K | 0.64% | 25 |
|
|
2022
Q3 | $928K | Sell |
9,048
-3,227
| -26% | -$331K | 0.85% | 12 |
|
|
2022
Q2 | $1.31M | Sell |
12,275
-3,595
| -23% | -$382K | 1.1% | 9 |
|
|
2022
Q1 | $1.74M | Sell |
15,870
-184
| -1% | -$20.2K | 1.25% | 18 |
|
|
2021
Q4 | $1.87M | Buy |
16,054
+1,120
| +7% | +$130K | 1.32% | 18 |
|
|
2021
Q3 | $1.74M | Buy |
14,934
+932
| +7% | +$108K | 1.38% | 21 |
|
|
2021
Q2 | $1.64M | Buy |
14,002
+945
| +7% | +$111K | 1.29% | 23 |
|
|
2021
Q1 | $1.52M | Sell |
13,057
-367
| -3% | -$42.6K | 1.29% | 22 |
|
|
2020
Q4 | $1.57M | Buy |
+13,424
| New | +$1.57M | 1.47% | 22 |
|