Lodestar Private Asset 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
$1.14M Sell
10,925
-2,301
-17% -$240K 0.13% 92
2025
Q1
$1.39M Sell
13,226
-86
-0.6% -$9.07K 0.18% 84
2024
Q4
$1.42M Sell
13,312
-811
-6% -$86.4K 0.18% 86
2024
Q3
$1.53M Sell
14,123
-871
-6% -$94.6K 0.2% 84
2024
Q2
$1.6M Sell
14,994
-127
-0.8% -$13.5K 0.22% 81
2024
Q1
$1.63M Buy
15,121
+747
+5% +$80.4K 0.23% 79
2023
Q4
$1.56M Sell
14,374
-16,049
-53% -$1.74M 0.24% 79
2023
Q3
$3.12M Buy
30,423
+177
+0.6% +$18.2K 0.53% 49
2023
Q2
$3.23M Buy
30,246
+2,727
+10% +$291K 0.54% 49
2023
Q1
$2.96M Sell
27,519
-137
-0.5% -$14.8K 0.53% 46
2022
Q4
$2.92M Buy
+27,656
New +$2.92M 0.56% 46