Keeler & Nadler Financial Planning & 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 | $1.01M | Buy |
9,668
+2,448
| +34% | +$256K | 0.4% | 40 |
|
|
2025
Q1 | $759K | Buy |
7,220
+1,108
| +18% | +$117K | 0.34% | 39 |
|
|
2024
Q4 | $651K | Buy |
6,112
+343
| +6% | +$36.5K | 0.31% | 40 |
|
|
2024
Q3 | $627K | Buy |
5,769
+1,709
| +42% | +$186K | 0.31% | 36 |
|
|
2024
Q2 | $433K | Buy |
+4,060
| New | +$433K | 0.24% | 43 |
|
|
2022
Q4 | $473K | Buy |
+4,485
| New | +$473K | 0.43% | 35 |
|