Leeward Financial Partners’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 | $3.62M | Buy |
34,673
+3,112
| +10% | +$325K | 1.15% | 28 |
|
|
2025
Q1 | $3.33M | Buy |
31,561
+896
| +3% | +$94.5K | 1.24% | 29 |
|
|
2024
Q4 | $3.27M | Buy |
30,665
+1,063
| +4% | +$113K | 1.17% | 30 |
|
|
2024
Q3 | $3.22M | Buy |
29,602
+535
| +2% | +$58.1K | 1.21% | 27 |
|
|
2024
Q2 | $3.1M | Buy |
29,067
+956
| +3% | +$102K | 1.26% | 27 |
|
|
2024
Q1 | $3.02M | Buy |
28,111
+2,806
| +11% | +$302K | 1.28% | 28 |
|
|
2023
Q4 | $2.74M | Buy |
25,305
+2,440
| +11% | +$265K | 1.32% | 25 |
|
|
2023
Q3 | $2.34M | Buy |
22,865
+1,827
| +9% | +$187K | 1.3% | 29 |
|
|
2023
Q2 | $2.25M | Buy |
21,038
+8,853
| +73% | +$945K | 1.29% | 33 |
|
|
2023
Q1 | $1.31M | Sell |
12,185
-1,120
| -8% | -$121K | 0.8% | 42 |
|
|
2022
Q4 | $1.4M | Buy |
13,305
+843
| +7% | +$89K | 0.97% | 39 |
|
|
2022
Q3 | $1.28M | Buy |
12,462
+1,120
| +10% | +$115K | 0.92% | 40 |
|
|
2022
Q2 | $1.21M | Sell |
11,342
-152
| -1% | -$16.2K | 0.83% | 43 |
|
|
2022
Q1 | $1.26M | Buy |
11,494
+21
| +0.2% | +$2.3K | 0.78% | 46 |
|
|
2021
Q4 | $1.33M | Buy |
+11,473
| New | +$1.33M | 0.83% | 45 |
|