Keystone Financial Group (Kentucky)’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 | $295K | Buy |
2,823
+654
| +30% | +$68.3K | 0.03% | 325 |
|
|
2025
Q1 | $229K | Sell |
2,169
-2,290
| -51% | -$241K | 0.02% | 349 |
|
|
2024
Q4 | $475K | Buy |
4,459
+549
| +14% | +$58.5K | 0.05% | 218 |
|
|
2024
Q3 | $425K | Buy |
+3,910
| New | +$425K | 0.05% | 219 |
|
|
2024
Q2 | – | Sell |
-2,418
| Closed | -$260K | – | 253 |
|
|
2024
Q1 | $260K | Buy |
+2,418
| New | +$260K | 0.04% | 279 |
|
|
2021
Q4 | – | Sell |
-1,748
| Closed | -$203K | – | 314 |
|
|
2021
Q3 | $203K | Buy |
+1,748
| New | +$203K | 0.04% | 276 |
|