KFG 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 | $243K | Sell |
2,324
-501
| -18% | -$52.3K | 0.04% | 178 |
|
|
2025
Q1 | $298K | Buy |
2,825
+407
| +17% | +$42.9K | 0.05% | 157 |
|
|
2024
Q4 | $258K | Sell |
2,418
-40
| -2% | -$4.26K | 0.05% | 161 |
|
|
2024
Q3 | $267K | Hold |
2,458
| – | – | 0.06% | 153 |
|
|
2024
Q2 | $262K | Hold |
2,458
| – | – | 0.1% | 135 |
|
|
2024
Q1 | $264K | Hold |
2,458
| – | – | 0.11% | 131 |
|
|
2023
Q4 | $266K | Sell |
2,458
-2,550
| -51% | -$276K | 0.12% | 112 |
|
|
2023
Q3 | $514K | Sell |
5,008
-626
| -11% | -$64.2K | 0.28% | 71 |
|
|
2023
Q2 | $601K | Hold |
5,634
| – | – | 0.35% | 48 |
|
|
2023
Q1 | $610K | Sell |
5,634
-342
| -6% | -$37.1K | 0.42% | 36 |
|
|
2022
Q4 | $631K | Buy |
+5,976
| New | +$631K | 0.65% | 29 |
|