Midwest 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
Q2 | $1.49M | Buy |
14,286
+6,234
| +77% | +$651K | 0.78% | 37 |
|
|
2025
Q1 | $849K | Sell |
8,052
-78
| -1% | -$8.22K | 0.49% | 47 |
|
|
2024
Q4 | $866K | Buy |
8,130
+43
| +0.5% | +$4.58K | 0.5% | 46 |
|
|
2024
Q3 | $879K | Buy |
8,087
+54
| +0.7% | +$5.87K | 0.52% | 45 |
|
|
2024
Q2 | $856K | Buy |
8,033
+170
| +2% | +$18.1K | 0.54% | 48 |
|
|
2024
Q1 | $846K | Sell |
7,863
-148
| -2% | -$15.9K | 0.57% | 48 |
|
|
2023
Q4 | $869K | Sell |
8,011
-64
| -0.8% | -$6.94K | 0.65% | 45 |
|
|
2023
Q3 | $828K | Buy |
8,075
+101
| +1% | +$10.4K | 0.7% | 43 |
|
|
2023
Q2 | $851K | Buy |
7,974
+169
| +2% | +$18K | 0.72% | 40 |
|
|
2023
Q1 | $841K | Buy |
+7,805
| New | +$841K | 0.78% | 37 |
|