Life Planning 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 | $4.18M | Buy |
39,969
+1,296
| +3% | +$135K | 3.32% | 7 |
|
|
2025
Q1 | $4.08M | Buy |
38,673
+4,164
| +12% | +$439K | 3.69% | 8 |
|
|
2024
Q4 | $3.68M | Sell |
34,509
-932
| -3% | -$99.3K | 3.4% | 8 |
|
|
2024
Q3 | $3.85M | Buy |
35,441
+401
| +1% | +$43.6K | 3.44% | 8 |
|
|
2024
Q2 | $3.73M | Buy |
35,040
+3,164
| +10% | +$337K | 3.39% | 8 |
|
|
2024
Q1 | $3.43M | Buy |
31,876
+12,608
| +65% | +$1.36M | 3.42% | 8 |
|
|
2023
Q4 | $2.09M | Buy |
+19,268
| New | +$2.09M | 2.06% | 12 |
|
|
2022
Q3 | $1.89M | Sell |
18,454
-808
| -4% | -$82.9K | 2.17% | 13 |
|
|
2022
Q2 | $2.05M | Sell |
19,262
-321
| -2% | -$34.1K | 2.3% | 13 |
|
|
2022
Q1 | $2.15M | Sell |
19,583
-1,114
| -5% | -$122K | 2.18% | 13 |
|
|
2021
Q4 | $2.41M | Buy |
+20,697
| New | +$2.41M | 2.42% | 11 |
|