MGO One Seven’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
$416K Sell
3,982
-1,913
-32% -$200K 0.01% 784
2025
Q1
$622K Buy
5,895
+2,680
+83% +$283K 0.02% 564
2024
Q4
$343K Buy
3,215
+598
+23% +$63.7K 0.01% 780
2024
Q3
$284K Buy
2,617
+626
+31% +$68K 0.01% 781
2024
Q2
$212K Buy
+1,991
New +$212K 0.01% 889
2024
Q1
Sell
-2,341
Closed -$254K 940
2023
Q4
$254K Sell
2,341
-153
-6% -$16.6K 0.01% 748
2023
Q3
$256K Buy
+2,494
New +$256K 0.02% 690
2020
Q2
Sell
-6,374
Closed -$720K 469
2020
Q1
$720K Sell
6,374
-6,462
-50% -$730K 0.24% 109
2019
Q4
$1.46M Buy
12,836
+9,904
+338% +$1.13M 0.38% 71
2019
Q3
$335K Buy
+2,932
New +$335K 0.1% 277
2019
Q1
Sell
-2,142
Closed -$233K 1180
2018
Q4
$233K Buy
+2,142
New +$233K 0.1% 232
2018
Q1
$25K Hold
228
0.01% 803
2017
Q4
$25K Buy
+228
New +$25K 0.01% 807