Marshall Financial Group (Pennsylvania)’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 | $1.35M | Sell |
12,910
-26
| -0.2% | -$2.72K | 0.4% | 28 |
|
|
2025
Q1 | $1.36M | Buy |
12,936
+662
| +5% | +$69.8K | 0.43% | 28 |
|
|
2024
Q4 | $1.31M | Buy |
12,274
+3,714
| +43% | +$396K | 0.4% | 30 |
|
|
2024
Q3 | $930K | Buy |
8,560
+59
| +0.7% | +$6.41K | 0.28% | 32 |
|
|
2024
Q2 | $906K | Buy |
8,501
+376
| +5% | +$40.1K | 0.29% | 31 |
|
|
2024
Q1 | $874K | Sell |
8,125
-473
| -6% | -$50.9K | 0.29% | 32 |
|
|
2023
Q4 | $932K | Buy |
8,598
+1,187
| +16% | +$129K | 0.33% | 29 |
|
|
2023
Q3 | $760K | Sell |
7,411
-231
| -3% | -$23.7K | 0.31% | 31 |
|
|
2023
Q2 | $816K | Buy |
7,642
+1,066
| +16% | +$114K | 0.31% | 32 |
|
|
2023
Q1 | $709K | Sell |
6,576
-309
| -4% | -$33.3K | 0.29% | 33 |
|
|
2022
Q4 | $727K | Buy |
6,885
+305
| +5% | +$32.2K | 0.31% | 32 |
|
|
2022
Q3 | $675K | Sell |
6,580
-2,243
| -25% | -$230K | 0.32% | 31 |
|
|
2022
Q2 | $938K | Buy |
8,823
+1,172
| +15% | +$125K | 0.43% | 29 |
|
|
2022
Q1 | $839K | Buy |
7,651
+14
| +0.2% | +$1.54K | 0.33% | 30 |
|
|
2021
Q4 | $888K | Sell |
7,637
-345
| -4% | -$40.1K | 0.34% | 31 |
|
|
2021
Q3 | $927K | Buy |
7,982
+248
| +3% | +$28.8K | 0.39% | 29 |
|
|
2021
Q2 | $906K | Buy |
7,734
+20
| +0.3% | +$2.34K | 0.39% | 28 |
|
|
2021
Q1 | $895K | Sell |
7,714
-423
| -5% | -$49.1K | 0.41% | 29 |
|
|
2020
Q4 | $954K | Buy |
8,137
+21
| +0.3% | +$2.46K | 0.47% | 28 |
|
|
2020
Q3 | $941K | Sell |
8,116
-508
| -6% | -$58.9K | 0.56% | 27 |
|
|
2020
Q2 | $995K | Buy |
8,624
+18
| +0.2% | +$2.08K | 0.66% | 27 |
|
|
2020
Q1 | $973K | Buy |
8,606
+1,429
| +20% | +$162K | 0.79% | 24 |
|
|
2019
Q4 | $818K | Buy |
7,177
+81
| +1% | +$9.23K | 0.55% | 26 |
|
|
2019
Q3 | $810K | Buy |
7,096
+75
| +1% | +$8.56K | 0.62% | 25 |
|
|
2019
Q2 | $794K | Buy |
7,021
+700
| +11% | +$79.2K | 0.61% | 24 |
|
|
2019
Q1 | $703K | Buy |
6,321
+1,639
| +35% | +$182K | 0.58% | 25 |
|
|
2018
Q4 | $510K | Buy |
+4,682
| New | +$510K | 0.48% | 26 |
|