JGCM
Joseph Group Capital Management’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 | $3.24M | Sell |
31,013
-2,168
| -7% | -$227K | 1.09% | 39 |
|
|
2025
Q1 | $3.5M | Sell |
33,181
-4,345
| -12% | -$458K | 1.34% | 25 |
|
|
2024
Q4 | $4M | Sell |
37,526
-1,664
| -4% | -$177K | 1.58% | 21 |
|
|
2024
Q3 | $4.26M | Sell |
39,190
-1,228
| -3% | -$133K | 1.63% | 13 |
|
|
2024
Q2 | $4.31M | Sell |
40,418
-155
| -0.4% | -$16.5K | 2.24% | 9 |
|
|
2024
Q1 | $4.37M | Sell |
40,573
-505
| -1% | -$54.3K | 2.19% | 9 |
|
|
2023
Q4 | $4.45M | Sell |
41,078
-552
| -1% | -$59.8K | 2.59% | 8 |
|
|
2023
Q3 | $4.27M | Sell |
41,630
-666
| -2% | -$68.3K | 3.07% | 7 |
|
|
2023
Q2 | $4.51M | Sell |
42,296
-1,207
| -3% | -$129K | 3.8% | 6 |
|
|
2023
Q1 | $4.69M | Sell |
43,503
-3,627
| -8% | -$391K | 4.11% | 5 |
|
|
2022
Q4 | $4.97M | Buy |
+47,130
| New | +$4.97M | 4.72% | 5 |
|