Keebeck Wealth Management’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 | $7.13M | Buy |
68,218
+6,986
| +11% | +$730K | 0.93% | 23 |
|
|
2025
Q1 | $6.46M | Buy |
61,232
+988
| +2% | +$104K | 0.95% | 20 |
|
|
2024
Q4 | $6.42M | Buy |
60,244
+3,405
| +6% | +$363K | 0.93% | 23 |
|
|
2024
Q3 | $6.17M | Buy |
56,839
+9,982
| +21% | +$1.08M | 0.89% | 25 |
|
|
2024
Q2 | $4.99M | Buy |
46,857
+4,543
| +11% | +$484K | 0.73% | 33 |
|
|
2024
Q1 | $4.55M | Buy |
42,314
+1,504
| +4% | +$162K | 0.67% | 42 |
|
|
2023
Q4 | $4.42M | Sell |
40,810
-40,164
| -50% | -$4.35M | 0.73% | 33 |
|
|
2023
Q3 | $8.3M | Sell |
80,974
-15,449
| -16% | -$1.58M | 1.45% | 11 |
|
|
2023
Q2 | $10.3M | Sell |
96,423
-16,933
| -15% | -$1.81M | 1.41% | 16 |
|
|
2023
Q1 | $12.2M | Buy |
113,356
+13,424
| +13% | +$1.45M | 1.97% | 9 |
|
|
2022
Q4 | $10.5M | Buy |
99,932
+7,354
| +8% | +$776K | 1.85% | 11 |
|
|
2022
Q3 | $9.5M | Buy |
92,578
+78,460
| +556% | +$8.05M | 1.83% | 15 |
|
|
2022
Q2 | $1.5M | Buy |
14,118
+7,810
| +124% | +$831K | 0.29% | 80 |
|
|
2022
Q1 | $692K | Buy |
+6,308
| New | +$692K | 0.11% | 136 |
|