Ironwood Wealth Management (Arizona)’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 | $3.27M | Sell |
31,304
-37,844
| -55% | -$3.95M | 1.19% | 12 |
|
|
2025
Q1 | $7.29M | Sell |
69,148
-5,453
| -7% | -$575K | 2.24% | 10 |
|
|
2024
Q4 | $7.95M | Buy |
74,601
+168
| +0.2% | +$17.9K | 2.47% | 10 |
|
|
2024
Q3 | $8.09M | Buy |
74,433
+470
| +0.6% | +$51.1K | 2.43% | 10 |
|
|
2024
Q2 | $7.88M | Sell |
73,963
-12,345
| -14% | -$1.32M | 2.57% | 10 |
|
|
2024
Q1 | $9.29M | Buy |
86,308
+2,284
| +3% | +$246K | 3.01% | 10 |
|
|
2023
Q4 | $9.11M | Buy |
84,024
+40,689
| +94% | +$4.41M | 3.04% | 10 |
|
|
2023
Q3 | $4.44M | Buy |
43,335
+20,989
| +94% | +$2.15M | 1.81% | 14 |
|
|
2023
Q2 | $2.38M | Buy |
22,346
+116
| +0.5% | +$12.4K | 0.89% | 22 |
|
|
2023
Q1 | $2.4M | Buy |
22,230
+1,258
| +6% | +$136K | 0.95% | 21 |
|
|
2022
Q4 | $2.21M | Buy |
20,972
+8,030
| +62% | +$847K | 0.92% | 21 |
|
|
2022
Q3 | $1.38M | Hold |
12,942
| – | – | 0.62% | 19 |
|
|
2022
Q2 | $1.38M | Sell |
12,942
-4,369
| -25% | -$465K | 0.62% | 19 |
|
|
2022
Q1 | $1.9M | Buy |
17,311
+3,560
| +26% | +$390K | 0.78% | 17 |
|
|
2021
Q4 | $1.6M | Sell |
13,751
-88
| -0.6% | -$10.2K | 0.7% | 15 |
|
|
2021
Q3 | $1.61M | Sell |
13,839
-1,662
| -11% | -$193K | 0.76% | 15 |
|
|
2021
Q2 | $1.82M | Buy |
15,501
+1,346
| +10% | +$158K | 1.05% | 14 |
|
|
2021
Q1 | $1.64M | Buy |
14,155
+2,087
| +17% | +$242K | 1.05% | 17 |
|
|
2020
Q4 | $1.41M | Buy |
+12,068
| New | +$1.41M | 0.88% | 17 |
|
|
2020
Q2 | – | Sell |
-12,901
| Closed | -$1.46M | – | 48 |
|
|
2020
Q1 | $1.46M | Buy |
12,901
+5,001
| +63% | +$565K | 1.22% | 16 |
|
|
2019
Q4 | $900K | Buy |
7,900
+6
| +0.1% | +$684 | 0.63% | 17 |
|
|
2019
Q3 | $901K | Sell |
7,894
-229
| -3% | -$26.1K | 0.67% | 17 |
|
|
2019
Q2 | $919K | Sell |
8,123
-2,392
| -23% | -$271K | 0.7% | 17 |
|
|
2019
Q1 | $1.17M | Buy |
10,515
+523
| +5% | +$58.1K | 1% | 18 |
|
|
2018
Q4 | $1.09M | Buy |
9,992
+3,681
| +58% | +$402K | 1.05% | 17 |
|
|
2018
Q3 | $681K | Sell |
6,311
-752
| -11% | -$81.1K | 0.6% | 19 |
|
|
2018
Q2 | $770K | Buy |
+7,063
| New | +$770K | 0.72% | 19 |
|
|
2017
Q3 | $1.01M | Buy |
+9,084
| New | +$1.01M | 0.94% | 17 |
|