Lion Street 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 | $822K | Buy |
7,872
+538
| +7% | +$56.2K | 0.25% | 91 |
|
|
2025
Q1 | $773K | Sell |
7,334
-569
| -7% | -$60K | 0.25% | 87 |
|
|
2024
Q4 | $842K | Sell |
7,903
-57
| -0.7% | -$6.07K | 0.27% | 81 |
|
|
2024
Q3 | $865K | Buy |
7,960
+273
| +4% | +$29.7K | 0.3% | 72 |
|
|
2024
Q2 | $819K | Buy |
7,687
+408
| +6% | +$43.5K | 0.3% | 72 |
|
|
2024
Q1 | $789K | Hold |
7,279
| – | – | 0.32% | 67 |
|
|
2023
Q4 | $789K | Buy |
7,279
+206
| +3% | +$22.3K | 0.32% | 66 |
|
|
2023
Q3 | $725K | Sell |
7,073
-332
| -4% | -$34K | 0.24% | 83 |
|
|
2023
Q2 | $859K | Sell |
7,405
-470
| -6% | -$54.5K | 0.29% | 70 |
|
|
2023
Q1 | $848K | Buy |
+7,875
| New | +$848K | 0.26% | 68 |
|
|
2022
Q4 | – | Sell |
-2,349
| Closed | -$241K | – | 163 |
|
|
2022
Q3 | $241K | Buy |
+2,349
| New | +$241K | 0.12% | 109 |
|
|
2022
Q2 | – | Sell |
-1,848
| Closed | -$203K | – | 161 |
|
|
2022
Q1 | $203K | Buy |
+1,848
| New | +$203K | 0.1% | 140 |
|