Midwest Professional Planners Ltd (MPPL)’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 | – | Sell |
-1,897
| Closed | -$200K | – | 159 |
|
|
2025
Q1 | $200K | Sell |
1,897
-201
| -10% | -$21.2K | 0.06% | 154 |
|
|
2024
Q4 | $224K | Sell |
2,098
-1,475
| -41% | -$157K | 0.07% | 149 |
|
|
2024
Q3 | $388K | Sell |
3,573
-380
| -10% | -$41.3K | 0.12% | 138 |
|
|
2024
Q2 | $421K | Buy |
3,953
+19
| +0.5% | +$2.02K | 0.14% | 126 |
|
|
2024
Q1 | $423K | Sell |
3,934
-5
| -0.1% | -$538 | 0.15% | 113 |
|
|
2023
Q4 | $427K | Sell |
3,939
-665
| -14% | -$72.1K | 0.17% | 97 |
|
|
2023
Q3 | $472K | Sell |
4,604
-147
| -3% | -$15.1K | 0.21% | 89 |
|
|
2023
Q2 | $507K | Sell |
4,751
-644
| -12% | -$68.7K | 0.22% | 88 |
|
|
2023
Q1 | $581K | Sell |
5,395
-658
| -11% | -$70.9K | 0.28% | 78 |
|
|
2022
Q4 | $639K | Sell |
6,053
-1,597
| -21% | -$169K | 0.35% | 70 |
|
|
2022
Q3 | $785K | Sell |
7,650
-588
| -7% | -$60.3K | 0.47% | 60 |
|
|
2022
Q2 | $876K | Sell |
8,238
-1,063
| -11% | -$113K | 0.49% | 54 |
|
|
2022
Q1 | $1.02M | Sell |
9,301
-1,413
| -13% | -$155K | 0.5% | 54 |
|
|
2021
Q4 | $1.25M | Sell |
10,714
-757
| -7% | -$88K | 0.61% | 51 |
|
|
2021
Q3 | $1.33M | Buy |
11,471
+575
| +5% | +$66.8K | 0.71% | 42 |
|
|
2021
Q2 | $1.28M | Buy |
10,896
+5,134
| +89% | +$602K | 0.67% | 46 |
|
|
2021
Q1 | $909K | Sell |
5,762
-4,654
| -45% | -$734K | 0.9% | 29 |
|
|
2020
Q4 | $1.22M | Buy |
10,416
+3,163
| +44% | +$371K | 0.75% | 33 |
|
|
2020
Q3 | $1.53M | Buy |
7,253
+414
| +6% | +$87K | 1.07% | 23 |
|
|
2020
Q2 | $1.39M | Buy |
6,839
+1,077
| +19% | +$219K | 1.1% | 23 |
|
|
2020
Q1 | $909K | Buy |
5,762
+199
| +4% | +$31.4K | 0.9% | 30 |
|
|
2019
Q4 | $877K | Sell |
5,563
-4,039
| -42% | -$637K | 0.72% | 40 |
|
|
2019
Q3 | $1.1M | Buy |
9,602
+1,015
| +12% | +$116K | 0.98% | 29 |
|
|
2019
Q2 | $971K | Buy |
8,587
+321
| +4% | +$36.3K | 0.9% | 33 |
|
|
2019
Q1 | $919K | Sell |
8,266
-28
| -0.3% | -$3.11K | 0.89% | 30 |
|
|
2018
Q4 | $904K | Buy |
8,294
+60
| +0.7% | +$6.54K | 0.97% | 25 |
|
|
2018
Q3 | $889K | Buy |
8,234
+137
| +2% | +$14.8K | 0.82% | 28 |
|
|
2018
Q2 | $883K | Buy |
8,097
+520
| +7% | +$56.7K | 0.79% | 24 |
|
|
2018
Q1 | $825K | Sell |
7,577
-960
| -11% | -$105K | 0.74% | 28 |
|
|
2017
Q4 | $945K | Buy |
+8,537
| New | +$945K | 0.86% | 22 |
|