Menard 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
Q1 | – | Sell |
-759
| Closed | -$80.9K | – | 235 |
|
|
2024
Q4 | $80.9K | Buy |
+759
| New | +$80.9K | 0.05% | 164 |
|
|
2021
Q3 | – | Sell |
-2,818
| Closed | -$330K | – | 164 |
|
|
2021
Q2 | $330K | Sell |
2,818
-777
| -22% | -$91K | 0.31% | 99 |
|
|
2021
Q1 | $417K | Sell |
3,595
-15,891
| -82% | -$1.84M | 0.45% | 63 |
|
|
2020
Q4 | $2.28M | Sell |
19,486
-2,321
| -11% | -$272K | 2.46% | 8 |
|
|
2020
Q3 | $2.53M | Sell |
21,807
-89,495
| -80% | -$10.4M | 2.93% | 7 |
|
|
2020
Q2 | $12.8M | Buy |
111,302
+87,944
| +377% | +$10.1M | 16.07% | 1 |
|
|
2020
Q1 | $2.64M | Sell |
23,358
-6,797
| -23% | -$768K | 8.71% | 4 |
|
|
2019
Q4 | $3.44M | Buy |
+30,155
| New | +$3.44M | 3.31% | 6 |
|