Lokken Investment Group’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 | $358K | Sell |
3,429
-576
| -14% | -$60.2K | 0.14% | 99 |
|
|
2025
Q1 | $422K | Buy |
4,005
+490
| +14% | +$51.7K | 0.18% | 87 |
|
|
2024
Q4 | $375K | Sell |
3,515
-1,005
| -22% | -$107K | 0.16% | 92 |
|
|
2024
Q3 | $491K | Sell |
4,520
-354
| -7% | -$38.5K | 0.2% | 89 |
|
|
2024
Q2 | $519K | Sell |
4,874
-1,999
| -29% | -$213K | 0.24% | 84 |
|
|
2024
Q1 | $740K | Sell |
6,873
-5,978
| -47% | -$643K | 0.37% | 66 |
|
|
2023
Q4 | $1.39M | Sell |
12,851
-105
| -0.8% | -$11.4K | 0.79% | 30 |
|
|
2023
Q3 | $1.33M | Sell |
12,956
-359
| -3% | -$36.8K | 0.87% | 27 |
|
|
2023
Q2 | $1.42M | Buy |
13,315
+1,663
| +14% | +$177K | 0.93% | 28 |
|
|
2023
Q1 | $1.26M | Buy |
11,652
+2,394
| +26% | +$258K | 0.95% | 27 |
|
|
2022
Q4 | $977K | Buy |
9,258
+2,550
| +38% | +$269K | 0.77% | 31 |
|
|
2022
Q3 | $688K | Buy |
6,708
+174
| +3% | +$17.8K | 0.59% | 40 |
|
|
2022
Q2 | $695K | Buy |
6,534
+349
| +6% | +$37.1K | 0.56% | 39 |
|
|
2022
Q1 | $660K | Buy |
6,185
+901
| +17% | +$96.1K | 0.52% | 41 |
|
|
2021
Q4 | $614K | Buy |
5,284
+1,107
| +27% | +$129K | 0.44% | 46 |
|
|
2021
Q3 | $485K | Buy |
4,177
+31
| +0.7% | +$3.6K | 0.38% | 54 |
|
|
2021
Q2 | $486K | Hold |
4,146
| – | – | 0.39% | 58 |
|
|
2021
Q1 | $481K | Hold |
4,146
| – | – | 0.42% | 55 |
|
|
2020
Q4 | $486K | Buy |
+4,146
| New | +$486K | 0.44% | 51 |
|