McNaughton Wealth Management’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 | $2.93M | Buy |
28,070
+7,283
| +35% | +$761K | 1.31% | 25 |
|
|
2025
Q1 | $2.19M | Sell |
20,787
-3,064
| -13% | -$323K | 1.06% | 28 |
|
|
2024
Q4 | $2.54M | Buy |
23,851
+3,519
| +17% | +$375K | 1.22% | 23 |
|
|
2024
Q3 | $2.21M | Buy |
20,332
+1,467
| +8% | +$159K | 1.08% | 24 |
|
|
2024
Q2 | $2.01M | Buy |
18,865
+344
| +2% | +$36.7K | 1.07% | 24 |
|
|
2024
Q1 | $1.99M | Sell |
18,521
-405
| -2% | -$43.6K | 1.11% | 23 |
|
|
2023
Q4 | $2.05M | Sell |
18,926
-2,947
| -13% | -$319K | 1.22% | 23 |
|
|
2023
Q3 | $2.24M | Sell |
21,873
-6,017
| -22% | -$617K | 1.49% | 22 |
|
|
2023
Q2 | $2.98M | Sell |
27,890
-3,002
| -10% | -$320K | 1.91% | 16 |
|
|
2023
Q1 | $3.33M | Sell |
30,892
-32
| -0.1% | -$3.45K | 2.21% | 14 |
|
|
2022
Q4 | $3.26M | Sell |
30,924
-2,070
| -6% | -$218K | 2.23% | 14 |
|
|
2022
Q3 | $3.39M | Buy |
32,994
+2,751
| +9% | +$282K | 2.49% | 13 |
|
|
2022
Q2 | $3.22M | Buy |
30,243
+15,968
| +112% | +$1.7M | 2.27% | 14 |
|
|
2022
Q1 | $1.57M | Buy |
14,275
+4,504
| +46% | +$494K | 1.02% | 26 |
|
|
2021
Q4 | $1.13M | Buy |
9,771
+2,316
| +31% | +$268K | 0.73% | 27 |
|
|
2021
Q3 | $866K | Sell |
7,455
-409
| -5% | -$47.5K | 0.61% | 26 |
|
|
2021
Q2 | $922K | Hold |
7,864
| – | – | 0.65% | 26 |
|
|
2021
Q1 | $913K | Sell |
7,864
-1,226
| -13% | -$142K | 0.7% | 26 |
|
|
2020
Q4 | $1.07M | Hold |
9,090
| – | – | 0.85% | 26 |
|
|
2020
Q3 | $1.05M | Buy |
9,090
+1,235
| +16% | +$143K | 0.92% | 27 |
|
|
2020
Q2 | $906K | Sell |
7,855
-82
| -1% | -$9.46K | 0.84% | 28 |
|
|
2020
Q1 | $897K | Sell |
7,937
-1,117
| -12% | -$126K | 0.96% | 25 |
|
|
2019
Q4 | $1.03M | Buy |
+9,054
| New | +$1.03M | 0.96% | 28 |
|