Mainsail Financial 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
$3.59M Buy
34,596
+1,048
+3% +$109K 1.67% 20
2025
Q1
$3.54M Buy
33,548
+2,401
+8% +$253K 2% 18
2024
Q4
$3.32M Sell
31,147
-217
-0.7% -$23.1K 1.92% 19
2024
Q3
$3.38M Buy
31,364
+8,757
+39% +$943K 2.01% 19
2024
Q2
$2.41M Buy
22,607
+6,037
+36% +$643K 1.42% 24
2024
Q1
$1.78M Buy
16,570
+9,511
+135% +$1.02M 1.23% 26
2023
Q4
$762K Buy
7,059
+1,440
+26% +$156K 0.59% 40
2023
Q3
$573K Buy
+5,619
New +$573K 0.52% 45