Leavell Investment 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
Q1 | – | Sell |
-3,760
| Closed | -$401K | – | 560 |
|
|
2024
Q4 | $401K | Sell |
3,760
-233
| -6% | -$24.8K | 0.02% | 416 |
|
|
2024
Q3 | $434K | Buy |
3,993
+1,643
| +70% | +$178K | 0.02% | 406 |
|
|
2024
Q2 | $250K | Hold |
2,350
| – | – | 0.01% | 462 |
|
|
2024
Q1 | $253K | Sell |
2,350
-317
| -12% | -$34.1K | 0.01% | 444 |
|
|
2023
Q4 | $289K | Hold |
2,667
| – | – | 0.02% | 408 |
|
|
2023
Q3 | $273K | Hold |
2,667
| – | – | 0.02% | 406 |
|
|
2023
Q2 | $285K | Buy |
+2,667
| New | +$285K | 0.02% | 402 |
|
|
2022
Q1 | – | Sell |
-2,396
| Closed | -$279K | – | 432 |
|
|
2021
Q4 | $279K | Hold |
2,396
| – | – | 0.02% | 387 |
|
|
2021
Q3 | $278K | Buy |
2,396
+79
| +3% | +$9.17K | 0.02% | 362 |
|
|
2021
Q2 | $269K | Hold |
2,317
| – | – | 0.02% | 348 |
|
|
2021
Q1 | $269K | Buy |
+2,317
| New | +$269K | 0.02% | 348 |
|