Journey Strategic Wealth’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 | $2.38M | Buy |
22,769
+7,056
| +45% | +$737K | 0.08% | 77 |
|
|
2025
Q1 | $1.66M | Buy |
15,713
+4,052
| +35% | +$427K | 0.06% | 91 |
|
|
2024
Q4 | $1.24M | Buy |
11,661
+3,650
| +46% | +$389K | 0.05% | 99 |
|
|
2024
Q3 | $870K | Buy |
8,011
+381
| +5% | +$41.4K | 0.03% | 146 |
|
|
2024
Q2 | $813K | Buy |
7,630
+1,995
| +35% | +$213K | 0.03% | 109 |
|
|
2024
Q1 | $606K | Sell |
5,635
-468
| -8% | -$50.4K | 0.03% | 114 |
|
|
2023
Q4 | $662K | Buy |
+6,103
| New | +$662K | 0.03% | 86 |
|