Key Financial Inc’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 | $24.4K | Sell |
234
-500
| -68% | -$52.2K | ﹤0.01% | 643 |
|
|
2025
Q1 | $77.4K | Hold |
734
| – | – | 0.02% | 402 |
|
|
2024
Q4 | $78.2K | Sell |
734
-1
| -0.1% | -$107 | 0.02% | 401 |
|
|
2024
Q3 | $79.8K | Hold |
735
| – | – | 0.02% | 385 |
|
|
2024
Q2 | $78.3K | Buy |
735
+500
| +213% | +$53.3K | 0.02% | 380 |
|
|
2024
Q1 | $25.3K | Hold |
235
| – | – | 0.01% | 567 |
|
|
2023
Q4 | $25.5K | Sell |
235
-1,365
| -85% | -$148K | 0.01% | 543 |
|
|
2023
Q3 | $164K | Sell |
1,600
-2,846
| -64% | -$292K | 0.06% | 226 |
|
|
2023
Q2 | $475K | Hold |
4,446
| – | – | 0.16% | 117 |
|
|
2023
Q1 | $479K | Buy |
4,446
+262
| +6% | +$28.2K | 0.17% | 108 |
|
|
2022
Q4 | $429K | Hold |
4,184
| – | – | 0.2% | 98 |
|
|
2022
Q3 | $429K | Buy |
4,184
+221
| +6% | +$22.7K | 0.2% | 98 |
|
|
2022
Q2 | $422K | Sell |
3,963
-2,682
| -40% | -$286K | 0.23% | 85 |
|
|
2022
Q1 | $729K | Sell |
6,645
-500
| -7% | -$54.9K | 0.36% | 51 |
|
|
2021
Q4 | $831K | Buy |
7,145
+610
| +9% | +$70.9K | 0.42% | 45 |
|
|
2021
Q3 | $759K | Hold |
6,535
| – | – | 0.43% | 43 |
|
|
2021
Q2 | $768K | Buy |
6,535
+1,923
| +42% | +$226K | 0.43% | 44 |
|
|
2021
Q1 | $535K | Buy |
4,612
+374
| +9% | +$43.4K | 0.35% | 60 |
|
|
2020
Q4 | $497K | Sell |
4,238
-123
| -3% | -$14.4K | 0.37% | 55 |
|
|
2020
Q3 | $506K | Buy |
4,361
+514
| +13% | +$59.6K | 0.52% | 49 |
|
|
2020
Q2 | $444K | Buy |
3,847
+1,596
| +71% | +$184K | 0.51% | 51 |
|
|
2020
Q1 | $256K | Sell |
2,251
-2,803
| -55% | -$319K | 0.26% | 75 |
|
|
2019
Q4 | $576K | Buy |
+5,054
| New | +$576K | 0.54% | 44 |
|