Linscomb Wealth’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 | – | Sell |
-4,152
| Closed | -$438K | – | 307 |
|
|
2025
Q1 | $438K | Hold |
4,152
| – | – | 0.02% | 229 |
|
|
2024
Q4 | $442K | Hold |
4,152
| – | – | 0.02% | 228 |
|
|
2024
Q3 | $451K | Sell |
4,152
-326
| -7% | -$35.4K | 0.02% | 223 |
|
|
2024
Q2 | $477K | Buy |
4,478
+126
| +3% | +$13.4K | 0.02% | 217 |
|
|
2024
Q1 | $468K | Sell |
4,352
-1,128
| -21% | -$121K | 0.02% | 219 |
|
|
2023
Q4 | $594K | Sell |
5,480
-1,783
| -25% | -$193K | 0.03% | 199 |
|
|
2023
Q3 | $745K | Sell |
7,263
-187
| -3% | -$19.2K | 0.04% | 173 |
|
|
2023
Q2 | $795K | Buy |
7,450
+5
| +0.1% | +$534 | 0.04% | 174 |
|
|
2023
Q1 | $802K | Sell |
7,445
-1,029
| -12% | -$111K | 0.04% | 179 |
|
|
2022
Q4 | $894K | Buy |
8,474
+2,180
| +35% | +$230K | 0.05% | 183 |
|
|
2022
Q3 | $646K | Buy |
6,294
+10
| +0.2% | +$1.03K | 0.04% | 176 |
|
|
2022
Q2 | $668K | Buy |
6,284
+3,410
| +119% | +$362K | 0.04% | 177 |
|
|
2022
Q1 | $315K | Sell |
2,874
-2,154
| -43% | -$236K | 0.02% | 280 |
|
|
2021
Q4 | $585K | Buy |
5,028
+15
| +0.3% | +$1.75K | 0.03% | 216 |
|
|
2021
Q3 | $582K | Hold |
5,013
| – | – | 0.03% | 208 |
|
|
2021
Q2 | $588K | Buy |
5,013
+1,033
| +26% | +$121K | 0.03% | 204 |
|
|
2021
Q1 | $462K | Buy |
3,980
+25
| +0.6% | +$2.9K | 0.03% | 215 |
|
|
2020
Q4 | $464K | Buy |
3,955
+50
| +1% | +$5.87K | 0.03% | 204 |
|
|
2020
Q3 | $453K | Buy |
+3,905
| New | +$453K | 0.03% | 196 |
|