LPWM LLC’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 | $2.39M | Sell |
22,859
-28,490
| -55% | -$2.98M | 0.7% | 25 |
|
|
2025
Q1 | $5.41M | Sell |
51,349
-3,035
| -6% | -$320K | 1.74% | 12 |
|
|
2024
Q4 | $5.79M | Sell |
54,384
-4,523
| -8% | -$482K | 1.86% | 12 |
|
|
2024
Q3 | $6.39M | Buy |
58,907
+5,237
| +10% | +$568K | 2.09% | 10 |
|
|
2024
Q2 | $5.74M | Buy |
53,670
+276
| +0.5% | +$29.5K | 1.98% | 10 |
|
|
2024
Q1 | $5.67M | Buy |
53,394
+721
| +1% | +$76.5K | 2.08% | 10 |
|
|
2023
Q4 | $5.69M | Buy |
52,673
+31,661
| +151% | +$3.42M | 2.25% | 9 |
|
|
2023
Q3 | $2.14M | Sell |
21,012
-1,310
| -6% | -$134K | 0.96% | 22 |
|
|
2023
Q2 | $2.38M | Buy |
22,322
+2,644
| +13% | +$282K | 1.05% | 20 |
|
|
2023
Q1 | $2.12M | Buy |
19,678
+6,859
| +54% | +$739K | 1.02% | 20 |
|
|
2022
Q4 | $1.37M | Buy |
12,819
+5,750
| +81% | +$615K | 0.74% | 23 |
|
|
2022
Q3 | $725K | Buy |
7,069
+1,990
| +39% | +$204K | 0.43% | 29 |
|
|
2022
Q2 | $542K | Sell |
5,079
-4,619
| -48% | -$493K | 0.3% | 33 |
|
|
2022
Q1 | $1.06M | Buy |
9,698
+6,567
| +210% | +$714K | 0.53% | 29 |
|
|
2021
Q4 | $364K | Buy |
+3,131
| New | +$364K | 0.19% | 45 |
|