JJBC
James J. Burns & Company’s iShares National Muni Bond ETF MUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $768K | Sell |
7,352
-13,537
| -65% | -$1.41M | 0.13% | 74 |
|
|
2025
Q1 | $2.2M | Buy |
20,889
+351
| +2% | +$37K | 0.39% | 43 |
|
|
2024
Q4 | $2.19M | Sell |
20,538
-5,263
| -20% | -$561K | 0.38% | 43 |
|
|
2024
Q3 | $2.8M | Sell |
25,801
-1,705
| -6% | -$185K | 0.51% | 37 |
|
|
2024
Q2 | $2.93M | Buy |
27,506
+13,440
| +96% | +$1.43M | 0.58% | 35 |
|
|
2024
Q1 | $1.5M | Sell |
14,066
-18,541
| -57% | -$1.98M | 0.52% | 32 |
|
|
2023
Q4 | $3.53M | Sell |
32,607
-5,794
| -15% | -$628K | 0.84% | 28 |
|
|
2023
Q3 | $3.94M | Sell |
38,401
-11,936
| -24% | -$1.22M | 1.06% | 23 |
|
|
2023
Q2 | $5.37M | Sell |
50,337
-4,768
| -9% | -$509K | 1.36% | 18 |
|
|
2023
Q1 | $5.94M | Buy |
55,105
+18,218
| +49% | +$1.96M | 1.53% | 12 |
|
|
2022
Q4 | $3.89M | Buy |
36,887
+410
| +1% | +$43.3K | 1.59% | 14 |
|
|
2022
Q3 | $3.74M | Buy |
+36,477
| New | +$3.74M | 1.66% | 14 |
|