KFA Private Wealth Group’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 | $544K | Sell |
5,209
-384
| -7% | -$40.1K | 0.17% | 70 |
|
|
2025
Q1 | $590K | Buy |
5,593
+624
| +13% | +$65.8K | 0.21% | 56 |
|
|
2024
Q4 | $529K | Buy |
4,969
+1,233
| +33% | +$131K | 0.22% | 42 |
|
|
2024
Q3 | $406K | Sell |
3,736
-113
| -3% | -$12.3K | 0.19% | 52 |
|
|
2024
Q2 | $410K | Sell |
3,849
-2,389
| -38% | -$255K | 0.21% | 49 |
|
|
2024
Q1 | $671K | Buy |
6,238
+787
| +14% | +$84.7K | 0.21% | 46 |
|
|
2023
Q4 | $591K | Buy |
5,451
+27
| +0.5% | +$2.93K | 0.21% | 41 |
|
|
2023
Q3 | $556K | Buy |
5,424
+1,300
| +32% | +$133K | 0.23% | 40 |
|
|
2023
Q2 | $440K | Sell |
4,124
-207
| -5% | -$22.1K | 0.18% | 48 |
|
|
2023
Q1 | $467K | Buy |
4,331
+17
| +0.4% | +$1.83K | 0.21% | 46 |
|
|
2022
Q4 | $455K | Sell |
4,314
-5,038
| -54% | -$532K | 0.23% | 39 |
|
|
2022
Q3 | $959K | Buy |
9,352
+37
| +0.4% | +$3.79K | 0.51% | 26 |
|
|
2022
Q2 | $991K | Sell |
9,315
-183
| -2% | -$19.5K | 0.55% | 30 |
|
|
2022
Q1 | $1.04M | Sell |
9,498
-11
| -0.1% | -$1.21K | 0.52% | 29 |
|
|
2021
Q4 | $1.11M | Sell |
9,509
-107
| -1% | -$12.4K | 0.55% | 26 |
|
|
2021
Q3 | $1.12M | Buy |
9,616
+785
| +9% | +$91.2K | 0.61% | 24 |
|
|
2021
Q2 | $1.04M | Buy |
8,831
+518
| +6% | +$60.7K | 0.57% | 26 |
|
|
2021
Q1 | $965K | Buy |
8,313
+1,461
| +21% | +$170K | 0.56% | 28 |
|
|
2020
Q4 | $803K | Sell |
6,852
-56
| -0.8% | -$6.56K | 0.51% | 29 |
|
|
2020
Q3 | $801K | Buy |
+6,908
| New | +$801K | 0.6% | 28 |
|
|
2020
Q2 | – | Sell |
-6,225
| Closed | -$703K | – | 51 |
|
|
2020
Q1 | $703K | Buy |
6,225
+915
| +17% | +$103K | 0.83% | 17 |
|
|
2019
Q4 | $605K | Buy |
+5,310
| New | +$605K | 0.56% | 23 |
|