Integris 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
Q1 | – | Sell |
-5,384
| Closed | -$574K | – | 108 |
|
|
2024
Q4 | $574K | Buy |
5,384
+1,708
| +46% | +$182K | 0.16% | 46 |
|
|
2024
Q3 | $399K | Hold |
3,676
| – | – | 0.11% | 63 |
|
|
2024
Q2 | $392K | Sell |
3,676
-2,169
| -37% | -$231K | 0.11% | 58 |
|
|
2024
Q1 | $629K | Hold |
5,845
| – | – | 0.17% | 41 |
|
|
2023
Q4 | $634K | Sell |
5,845
-663
| -10% | -$71.9K | 0.19% | 42 |
|
|
2023
Q3 | $667K | Hold |
6,508
| – | – | 0.22% | 38 |
|
|
2023
Q2 | $695K | Hold |
6,508
| – | – | 0.25% | 34 |
|
|
2023
Q1 | $701K | Hold |
6,508
| – | – | 0.26% | 34 |
|
|
2022
Q4 | $687K | Buy |
+6,508
| New | +$687K | 0.27% | 34 |
|