Lee Financial’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 |
5,207
-525
| -9% | -$54.9K | 0.08% | 94 |
|
|
2025
Q1 | $604K | Buy |
5,732
+148
| +3% | +$15.6K | 0.09% | 89 |
|
|
2024
Q4 | $595K | Buy |
5,584
+294
| +6% | +$31.3K | 0.08% | 103 |
|
|
2024
Q3 | $575K | Buy |
5,290
+90
| +2% | +$9.78K | 0.08% | 107 |
|
|
2024
Q2 | $554K | Hold |
5,200
| – | – | 0.09% | 92 |
|
|
2024
Q1 | $560K | Buy |
5,200
+145
| +3% | +$15.6K | 0.09% | 92 |
|
|
2023
Q4 | $548K | Buy |
5,055
+5,000
| +9,091% | +$542K | 0.1% | 89 |
|
|
2023
Q3 | $5.64K | Hold |
55
| – | – | ﹤0.01% | 501 |
|
|
2023
Q2 | $5.87K | Hold |
55
| – | – | ﹤0.01% | 481 |
|
|
2023
Q1 | $5.93K | Buy |
+55
| New | +$5.93K | ﹤0.01% | 499 |
|
|
2022
Q3 | – | Sell |
-89
| Closed | -$9K | – | 942 |
|
|
2022
Q2 | $9K | Buy |
+89
| New | +$9K | ﹤0.01% | 468 |
|