Lifeworks 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 | $4.92M | Buy |
47,061
+8,416
| +22% | +$879K | 0.73% | 39 |
|
|
2025
Q1 | $4.07M | Buy |
38,645
+4,121
| +12% | +$435K | 0.68% | 40 |
|
|
2024
Q4 | $3.68M | Sell |
34,524
-1,009
| -3% | -$108K | 0.66% | 47 |
|
|
2024
Q3 | $3.86M | Buy |
35,533
+8,520
| +32% | +$926K | 0.76% | 38 |
|
|
2024
Q2 | $2.88M | Buy |
27,013
+404
| +2% | +$43K | 0.8% | 34 |
|
|
2024
Q1 | $2.86M | Buy |
26,609
+11,296
| +74% | +$1.22M | 0.8% | 36 |
|
|
2023
Q4 | $1.66M | Buy |
15,313
+2,108
| +16% | +$229K | 0.57% | 55 |
|
|
2023
Q3 | $1.35M | Buy |
13,205
+3,214
| +32% | +$330K | 0.53% | 57 |
|
|
2023
Q2 | $1.07M | Buy |
9,991
+4,479
| +81% | +$478K | 0.45% | 73 |
|
|
2023
Q1 | $594K | Buy |
+5,512
| New | +$594K | 0.28% | 95 |
|