Madison Wealth Partners’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 | $1.82M | Sell |
17,376
-4,560
| -21% | -$476K | 0.4% | 35 |
|
|
2025
Q1 | $2.31M | Sell |
21,936
-714
| -3% | -$75.3K | 0.57% | 27 |
|
|
2024
Q4 | $2.41M | Sell |
22,650
-2,221
| -9% | -$237K | 0.67% | 26 |
|
|
2024
Q3 | $2.7M | Sell |
24,871
-1,547
| -6% | -$168K | 0.8% | 24 |
|
|
2024
Q2 | $2.81M | Sell |
26,418
-1,104
| -4% | -$118K | 0.97% | 21 |
|
|
2024
Q1 | $2.96M | Sell |
27,522
-245
| -0.9% | -$26.4K | 1.07% | 19 |
|
|
2023
Q4 | $3.01M | Sell |
27,767
-1,670
| -6% | -$181K | 1.19% | 17 |
|
|
2023
Q3 | $3.02M | Sell |
29,437
-787
| -3% | -$80.7K | 1.53% | 13 |
|
|
2023
Q2 | $3.23M | Buy |
30,224
+1,160
| +4% | +$124K | 1.51% | 14 |
|
|
2023
Q1 | $3.13M | Buy |
29,064
+553
| +2% | +$59.6K | 1.58% | 14 |
|
|
2022
Q4 | $3.01M | Buy |
28,511
+5,228
| +22% | +$552K | 1.76% | 13 |
|
|
2022
Q3 | $2.39M | Sell |
23,283
-1,782
| -7% | -$183K | 1.56% | 13 |
|
|
2022
Q2 | $2.67M | Sell |
25,065
-29,354
| -54% | -$3.12M | 1.69% | 13 |
|
|
2022
Q1 | $5.97M | Sell |
54,419
-9,038
| -14% | -$991K | 3.34% | 8 |
|
|
2021
Q4 | $7.38M | Sell |
63,457
-513
| -0.8% | -$59.7K | 3.71% | 9 |
|
|
2021
Q3 | $7.43M | Sell |
63,970
-2,364
| -4% | -$275K | 4.19% | 9 |
|
|
2021
Q2 | $7.77M | Buy |
66,334
+5,480
| +9% | +$642K | 4.45% | 8 |
|
|
2021
Q1 | $7.13M | Sell |
60,854
-885
| -1% | -$104K | 5.02% | 5 |
|
|
2020
Q4 | $7.24M | Buy |
+61,739
| New | +$7.24M | 4.85% | 4 |
|