LCM
Liberty Capital Management’s iShares National Muni Bond ETF MUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Sell |
12,913
-4,011
| -24% | -$419K | 0.27% | 84 |
|
|
2025
Q1 | $1.78M | Hold |
16,924
| – | – | 0.4% | 66 |
|
|
2024
Q4 | $1.8M | Sell |
16,924
-550
| -3% | -$58.6K | 0.4% | 67 |
|
|
2024
Q3 | $1.9M | Buy |
17,474
+112
| +0.6% | +$12.2K | 0.42% | 66 |
|
|
2024
Q2 | $1.85M | Hold |
17,362
| – | – | 0.44% | 62 |
|
|
2024
Q1 | $1.87M | Hold |
17,362
| – | – | 0.46% | 60 |
|
|
2023
Q4 | $1.88M | Buy |
+17,362
| New | +$1.88M | 0.49% | 57 |
|
|
2022
Q1 | – | Sell |
-9,017
| Closed | -$1.05M | – | 145 |
|
|
2021
Q4 | $1.05M | Sell |
9,017
-27,381
| -75% | -$3.18M | 0.28% | 78 |
|
|
2021
Q3 | $4.23M | Sell |
36,398
-213
| -0.6% | -$24.7K | 1.25% | 27 |
|
|
2021
Q2 | $4.29M | Buy |
36,611
+27,270
| +292% | +$3.2M | 1.3% | 27 |
|
|
2021
Q1 | $1.08M | Hold |
9,341
| – | – | 0.37% | 66 |
|
|
2020
Q4 | $1.1M | Buy |
+9,341
| New | +$1.1M | 0.4% | 62 |
|
|
2020
Q2 | $1.13M | Buy |
+9,775
| New | +$1.13M | 0.49% | 56 |
|