Kingswood Wealth Advisors’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 | $1.26M | Buy |
12,092
+3,234
| +37% | +$338K | 0.1% | 217 |
|
|
2025
Q1 | $934K | Sell |
8,858
-6,905
| -44% | -$728K | 0.09% | 261 |
|
|
2024
Q4 | $1.68M | Buy |
15,763
+52
| +0.3% | +$5.54K | 0.13% | 171 |
|
|
2024
Q3 | $1.71M | Buy |
15,711
+7,282
| +86% | +$791K | 0.12% | 191 |
|
|
2024
Q2 | $898K | Buy |
8,429
+2,946
| +54% | +$314K | 0.08% | 255 |
|
|
2024
Q1 | $590K | Sell |
5,483
-146
| -3% | -$15.7K | 0.07% | 305 |
|
|
2023
Q4 | $610K | Sell |
5,629
-35
| -0.6% | -$3.8K | 0.07% | 297 |
|
|
2023
Q3 | $581K | Buy |
+5,664
| New | +$581K | 0.1% | 215 |
|