Intergy Private Wealth’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 |
-2,398
| Closed | -$256K | – | 97 |
|
|
2024
Q4 | $256K | Buy |
2,398
+8
| +0.3% | +$852 | 0.1% | 80 |
|
|
2024
Q3 | $260K | Buy |
2,390
+6
| +0.3% | +$652 | 0.1% | 74 |
|
|
2024
Q2 | $254K | Sell |
2,384
-435
| -15% | -$46.3K | 0.1% | 72 |
|
|
2024
Q1 | $303K | Buy |
2,819
+4
| +0.1% | +$430 | 0.12% | 68 |
|
|
2023
Q4 | $305K | Buy |
+2,815
| New | +$305K | 0.13% | 65 |
|
|
2022
Q4 | – | Sell |
-2,680
| Closed | -$275K | – | 65 |
|
|
2022
Q3 | $275K | Buy |
+2,680
| New | +$275K | 0.2% | 53 |
|