Journey Advisory Group’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 | $217K | Hold |
2,077
| – | – | 0.02% | 266 |
|
|
2025
Q1 | $219K | Buy |
2,077
+11
| +0.5% | +$1.16K | 0.02% | 261 |
|
|
2024
Q4 | $220K | Hold |
2,066
| – | – | 0.03% | 213 |
|
|
2024
Q3 | $220K | Hold |
2,066
| – | – | 0.03% | 213 |
|
|
2024
Q2 | $220K | Hold |
2,066
| – | – | 0.03% | 214 |
|
|
2024
Q1 | $222K | Hold |
2,066
| – | – | 0.03% | 223 |
|
|
2023
Q4 | $224K | Hold |
2,066
| – | – | 0.03% | 204 |
|
|
2023
Q3 | $212K | Sell |
2,066
-423
| -17% | -$43.4K | 0.03% | 204 |
|
|
2023
Q2 | $266K | Hold |
2,489
| – | – | 0.04% | 190 |
|
|
2023
Q1 | $268K | Sell |
2,489
-53
| -2% | -$5.71K | 0.04% | 195 |
|
|
2022
Q4 | $268K | Sell |
2,542
-2,766
| -52% | -$292K | 0.07% | 187 |
|
|
2022
Q3 | $544K | Sell |
5,308
-2,615
| -33% | -$268K | 0.14% | 135 |
|
|
2022
Q2 | $860K | Sell |
7,923
-752
| -9% | -$81.6K | 0.2% | 105 |
|
|
2022
Q1 | $951K | Buy |
8,675
+316
| +4% | +$34.6K | 0.24% | 92 |
|
|
2021
Q4 | $972K | Buy |
8,359
+380
| +5% | +$44.2K | 0.27% | 83 |
|
|
2021
Q3 | $927K | Buy |
7,979
+448
| +6% | +$52K | 0.3% | 79 |
|
|
2021
Q2 | $883K | Buy |
7,531
+447
| +6% | +$52.4K | 0.28% | 77 |
|
|
2021
Q1 | $822K | Buy |
7,084
+2,785
| +65% | +$323K | 0.29% | 77 |
|
|
2020
Q4 | $504K | Buy |
+4,299
| New | +$504K | 0.19% | 101 |
|