Lakeshore Financial Planning’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 | $227K | Sell |
2,169
-150
| -6% | -$15.7K | 0.09% | 69 |
|
|
2025
Q1 | $245K | Sell |
2,319
-242
| -9% | -$25.5K | 0.1% | 62 |
|
|
2024
Q4 | $273K | Sell |
2,561
-104
| -4% | -$11.1K | 0.12% | 55 |
|
|
2024
Q3 | $289K | Sell |
2,665
-100
| -4% | -$10.9K | 0.13% | 55 |
|
|
2024
Q2 | $295K | Sell |
2,765
-516
| -16% | -$55K | 0.14% | 49 |
|
|
2024
Q1 | $353K | Sell |
3,281
-356
| -10% | -$38.3K | 0.18% | 40 |
|
|
2023
Q4 | $394K | Hold |
3,637
| – | – | 0.22% | 36 |
|
|
2023
Q3 | $373K | Buy |
+3,637
| New | +$373K | 0.21% | 37 |
|