MKD Wealth Coaches’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 | $2.2M | Sell |
21,087
-250
| -1% | -$26.1K | 2.32% | 6 |
|
|
2025
Q1 | $2.25M | Sell |
21,337
-13,054
| -38% | -$1.38M | 2.55% | 7 |
|
|
2024
Q4 | $3.66M | Buy |
+34,391
| New | +$3.66M | 3.71% | 4 |
|
|
2021
Q4 | $865K | Buy |
7,437
+104
| +1% | +$12.1K | 1.18% | 10 |
|
|
2021
Q3 | $852K | Sell |
7,333
-9
| -0.1% | -$1.05K | 1.34% | 9 |
|
|
2021
Q2 | $860K | Sell |
7,342
-291
| -4% | -$34.1K | 1.37% | 9 |
|
|
2021
Q1 | $886K | Buy |
7,633
+1,406
| +23% | +$163K | 1.51% | 8 |
|
|
2020
Q4 | $730K | Buy |
6,227
+1,038
| +20% | +$122K | 1.17% | 12 |
|
|
2020
Q3 | $602K | Buy |
+5,189
| New | +$602K | 0.86% | 16 |
|
|
2019
Q3 | – | Sell |
-870
| Closed | -$98K | – | 148 |
|
|
2019
Q2 | $98K | Hold |
870
| – | – | 0.09% | 65 |
|
|
2019
Q1 | $97K | Buy |
+870
| New | +$97K | 0.1% | 65 |
|