LJI Wealth Management’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 | $1.03M | Sell |
9,848
-7,539
| -43% | -$788K | 0.18% | 56 |
|
|
2025
Q1 | $1.83M | Buy |
17,387
+36
| +0.2% | +$3.8K | 0.37% | 35 |
|
|
2024
Q4 | $1.85M | Buy |
17,351
+3,657
| +27% | +$390K | 0.36% | 33 |
|
|
2024
Q3 | $1.49M | Buy |
13,694
+1,951
| +17% | +$212K | 0.3% | 40 |
|
|
2024
Q2 | $1.25M | Buy |
11,743
+775
| +7% | +$82.6K | 0.28% | 43 |
|
|
2024
Q1 | $1.18M | Buy |
10,968
+115
| +1% | +$12.4K | 0.31% | 38 |
|
|
2023
Q4 | $1.18M | Buy |
10,853
+119
| +1% | +$12.9K | 0.3% | 40 |
|
|
2023
Q3 | $1.1M | Sell |
10,734
-659
| -6% | -$67.6K | 0.32% | 40 |
|
|
2023
Q2 | $1.22M | Sell |
11,393
-607
| -5% | -$64.8K | 0.35% | 36 |
|
|
2023
Q1 | $1.29M | Sell |
12,000
-78
| -0.6% | -$8.4K | 0.41% | 31 |
|
|
2022
Q4 | $1.27M | Buy |
+12,078
| New | +$1.27M | 0.45% | 32 |
|