Investments & Financial Planning LLC’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 | $752K | Sell |
7,197
-118
| -2% | -$12.3K | 0.43% | 18 |
|
|
2025
Q1 | $771K | Buy |
7,315
+641
| +10% | +$67.6K | 0.5% | 18 |
|
|
2024
Q4 | $711K | Buy |
6,674
+16
| +0.2% | +$1.71K | 0.44% | 19 |
|
|
2024
Q3 | $723K | Sell |
6,658
-270
| -4% | -$29.3K | 0.46% | 17 |
|
|
2024
Q2 | $738K | Sell |
6,928
-118
| -2% | -$12.6K | 0.5% | 17 |
|
|
2024
Q1 | $758K | Sell |
7,046
-41
| -0.6% | -$4.41K | 0.52% | 17 |
|
|
2023
Q4 | $768K | Buy |
7,087
+856
| +14% | +$92.8K | 0.58% | 16 |
|
|
2023
Q3 | $639K | Sell |
6,231
-431
| -6% | -$44.2K | 0.57% | 22 |
|
|
2023
Q2 | $711K | Sell |
6,662
-350
| -5% | -$37.4K | 0.62% | 21 |
|
|
2023
Q1 | $755K | Buy |
7,012
+80
| +1% | +$8.62K | 0.69% | 21 |
|
|
2022
Q4 | $731K | Buy |
+6,932
| New | +$731K | 0.72% | 20 |
|
|
2022
Q2 | $653K | Buy |
6,137
+925
| +18% | +$98.4K | 0.67% | 18 |
|
|
2022
Q1 | $571K | Buy |
5,212
+3
| +0.1% | +$329 | 0.5% | 21 |
|
|
2021
Q4 | $588K | Buy |
+5,209
| New | +$588K | 0.53% | 21 |
|