Insight 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 | $2.77M | Buy |
26,487
+333
| +1% | +$34.8K | 1.07% | 16 |
|
|
2025
Q1 | $2.76M | Sell |
26,154
-202
| -0.8% | -$21.3K | 0.46% | 17 |
|
|
2024
Q4 | $2.81M | Buy |
26,356
+2,161
| +9% | +$230K | 0.38% | 17 |
|
|
2024
Q3 | $2.63M | Buy |
24,195
+503
| +2% | +$54.6K | 0.52% | 18 |
|
|
2024
Q2 | $2.52M | Sell |
23,692
-2,433
| -9% | -$259K | 0.44% | 14 |
|
|
2024
Q1 | $2.81M | Buy |
26,125
+5,176
| +25% | +$557K | 0.48% | 13 |
|
|
2023
Q4 | $2.27M | Buy |
20,949
+242
| +1% | +$26.2K | 0.39% | 15 |
|
|
2023
Q3 | $2.12M | Sell |
20,707
-312
| -1% | -$32K | 0.41% | 15 |
|
|
2023
Q2 | $2.24M | Sell |
21,019
-2,478
| -11% | -$264K | 0.52% | 14 |
|
|
2023
Q1 | $2.53M | Buy |
23,497
+151
| +0.6% | +$16.3K | 0.57% | 13 |
|
|
2022
Q4 | $2.46M | Buy |
23,346
+2,809
| +14% | +$296K | 1.84% | 14 |
|
|
2022
Q3 | $2.11M | Buy |
20,537
+3,343
| +19% | +$343K | 1.99% | 14 |
|
|
2022
Q2 | $1.83M | Sell |
17,194
-1,609
| -9% | -$171K | 1.37% | 14 |
|
|
2022
Q1 | $2.06M | Sell |
18,803
-44,568
| -70% | -$4.89M | 1.15% | 15 |
|
|
2021
Q4 | $7.37M | Buy |
63,371
+2,062
| +3% | +$240K | 1.38% | 9 |
|
|
2021
Q3 | $7.12M | Buy |
61,309
+1,533
| +3% | +$178K | 3.82% | 9 |
|
|
2021
Q2 | $7.01M | Sell |
59,776
-2,514
| -4% | -$295K | 3.73% | 8 |
|
|
2021
Q1 | $7.23M | Buy |
62,290
+18,554
| +42% | +$2.15M | 3.56% | 7 |
|
|
2020
Q4 | $5.13M | Buy |
43,736
+8,029
| +22% | +$941K | 3.14% | 7 |
|
|
2020
Q3 | $4.14M | Buy |
+35,707
| New | +$4.14M | 3.95% | 5 |
|