Lindenwold 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 | $10.2M | Buy |
97,160
+3,035
| +3% | +$317K | 5.27% | 2 |
|
|
2025
Q1 | $9.92M | Buy |
94,125
+966
| +1% | +$102K | 5.53% | 2 |
|
|
2024
Q4 | $9.93M | Sell |
93,159
-19,664
| -17% | -$2.1M | 5.3% | 3 |
|
|
2024
Q3 | $12.3M | Buy |
112,823
+4,465
| +4% | +$485K | 6.17% | 2 |
|
|
2024
Q2 | $11.5M | Buy |
108,358
+3,023
| +3% | +$322K | 6.16% | 2 |
|
|
2024
Q1 | $11.3M | Buy |
105,335
+22,872
| +28% | +$2.46M | 6.06% | 2 |
|
|
2023
Q4 | $8.94M | Buy |
82,463
+795
| +1% | +$86.2K | 5.08% | 2 |
|
|
2023
Q3 | $8.37M | Buy |
81,668
+14,346
| +21% | +$1.47M | 5.21% | 2 |
|
|
2023
Q2 | $7.19M | Buy |
67,322
+38,045
| +130% | +$4.06M | 4.4% | 3 |
|
|
2023
Q1 | $3.15M | Buy |
29,277
+12,192
| +71% | +$1.31M | 1.96% | 10 |
|
|
2022
Q4 | $1.8M | Sell |
17,085
-335
| -2% | -$35.3K | 1.21% | 30 |
|
|
2022
Q3 | $1.79M | Buy |
17,420
+5,425
| +45% | +$557K | 1.32% | 20 |
|
|
2022
Q2 | $1.28M | Buy |
11,995
+1,003
| +9% | +$107K | 0.91% | 42 |
|
|
2022
Q1 | $1.21M | Buy |
10,992
+552
| +5% | +$60.5K | 0.74% | 46 |
|
|
2021
Q4 | $1.21M | Buy |
+10,440
| New | +$1.21M | 0.71% | 48 |
|