Meridian 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 | $21.8M | Buy |
208,214
+8,742
| +4% | +$913K | 3.15% | 8 |
|
|
2025
Q1 | $21M | Sell |
199,472
-20,823
| -9% | -$2.2M | 3.36% | 7 |
|
|
2024
Q4 | $23.5M | Buy |
220,295
+385
| +0.2% | +$41K | 3.56% | 6 |
|
|
2024
Q3 | $23.9M | Sell |
219,910
-3,774
| -2% | -$410K | 3.72% | 6 |
|
|
2024
Q2 | $23.8M | Sell |
223,684
-39,986
| -15% | -$4.26M | 4.21% | 6 |
|
|
2024
Q1 | $28.4M | Buy |
263,670
+11,874
| +5% | +$1.28M | 5.12% | 5 |
|
|
2023
Q4 | $27.3M | Sell |
251,796
-30,468
| -11% | -$3.3M | 5.21% | 5 |
|
|
2023
Q3 | $28.9M | Sell |
282,264
-11,404
| -4% | -$1.17M | 6.03% | 5 |
|
|
2023
Q2 | $31.3M | Sell |
293,668
-2,068
| -0.7% | -$221K | 6.44% | 5 |
|
|
2023
Q1 | $31.9M | Buy |
295,736
+1,110
| +0.4% | +$120K | 6.94% | 5 |
|
|
2022
Q4 | $31.1M | Buy |
294,626
+122
| +0% | +$12.9K | 7.19% | 5 |
|
|
2022
Q3 | $30.2M | Buy |
294,504
+21,268
| +8% | +$2.18M | 7.56% | 5 |
|
|
2022
Q2 | $29.1M | Buy |
273,236
+231,772
| +559% | +$24.7M | 6.9% | 4 |
|
|
2022
Q1 | $4.55M | Sell |
41,464
-253,277
| -86% | -$27.8M | 0.96% | 17 |
|
|
2021
Q4 | $34.3M | Buy |
294,741
+13,621
| +5% | +$1.58M | 6.87% | 4 |
|
|
2021
Q3 | $32.7M | Sell |
281,120
-26,613
| -9% | -$3.09M | 7.07% | 4 |
|
|
2021
Q2 | $36.1M | Buy |
307,733
+5,871
| +2% | +$688K | 8.42% | 4 |
|
|
2021
Q1 | $35M | Buy |
301,862
+11,847
| +4% | +$1.37M | 10.52% | 3 |
|
|
2020
Q4 | $34M | Buy |
290,015
+97,592
| +51% | +$11.4M | 14.04% | 2 |
|
|
2020
Q3 | $22.3M | Buy |
192,423
+3,950
| +2% | +$458K | 11.25% | 2 |
|
|
2020
Q2 | $21.8M | Sell |
188,473
-3,324
| -2% | -$384K | 11.69% | 2 |
|
|
2020
Q1 | $21.7M | Buy |
191,797
+24,954
| +15% | +$2.82M | 12.9% | 2 |
|
|
2019
Q4 | $19M | Buy |
+166,843
| New | +$19M | 11.84% | 3 |
|