LifePlan Investment Advisors’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 | $1.85M | Buy |
17,688
+1,044
| +6% | +$109K | 0.92% | 38 |
|
|
2025
Q1 | $1.75M | Buy |
16,644
+1,329
| +9% | +$140K | 1.01% | 34 |
|
|
2024
Q4 | $1.63M | Buy |
15,315
+1,844
| +14% | +$196K | 1.01% | 33 |
|
|
2024
Q3 | $1.46M | Buy |
13,471
+1,320
| +11% | +$143K | 0.94% | 31 |
|
|
2024
Q2 | $1.29M | Buy |
12,151
+4,506
| +59% | +$480K | 0.93% | 32 |
|
|
2024
Q1 | $823K | Sell |
7,645
-1,705
| -18% | -$183K | 0.66% | 37 |
|
|
2023
Q4 | $1.01M | Buy |
9,350
+2,065
| +28% | +$224K | 0.93% | 28 |
|
|
2023
Q3 | $747K | Sell |
7,285
-176
| -2% | -$18K | 0.79% | 30 |
|
|
2023
Q2 | $796K | Buy |
+7,461
| New | +$796K | 0.89% | 28 |
|