Modern Wealth Management’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 | $1.76M | Buy |
16,812
+4,632
| +38% | +$484K | 0.04% | 280 |
|
|
2025
Q1 | $1.28M | Buy |
12,180
+4,571
| +60% | +$482K | 0.04% | 273 |
|
|
2024
Q4 | $811K | Buy |
7,609
+2,251
| +42% | +$240K | 0.03% | 284 |
|
|
2024
Q3 | $582K | Sell |
5,358
-298
| -5% | -$32.4K | 0.04% | 232 |
|
|
2024
Q2 | $603K | Buy |
5,656
+299
| +6% | +$31.9K | 0.04% | 195 |
|
|
2024
Q1 | $576K | Buy |
5,357
+1,186
| +28% | +$128K | 0.05% | 160 |
|
|
2023
Q4 | $452K | Buy |
+4,171
| New | +$452K | 0.06% | 99 |
|