MorganRosel 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 | $694K | Sell |
6,644
-2,365
| -26% | -$247K | 0.19% | 75 |
|
|
2025
Q1 | $950K | Sell |
9,009
-3,464
| -28% | -$365K | 0.29% | 58 |
|
|
2024
Q4 | $1.33M | Sell |
12,473
-2,294
| -16% | -$244K | 0.44% | 43 |
|
|
2024
Q3 | $1.6M | Hold |
14,767
| – | – | 0.53% | 32 |
|
|
2024
Q2 | $1.57M | Buy |
14,767
+618
| +4% | +$65.8K | 0.56% | 30 |
|
|
2024
Q1 | $1.52M | Sell |
14,149
-452
| -3% | -$48.6K | 0.54% | 31 |
|
|
2023
Q4 | $1.58M | Buy |
14,601
+274
| +2% | +$29.7K | 0.61% | 30 |
|
|
2023
Q3 | $1.47M | Buy |
14,327
+3,533
| +33% | +$362K | 0.61% | 30 |
|
|
2023
Q2 | $1.15M | Hold |
10,794
| – | – | 0.47% | 29 |
|
|
2023
Q1 | $1.16M | Buy |
10,794
+6,545
| +154% | +$705K | 0.5% | 32 |
|
|
2022
Q4 | $448K | Buy |
4,249
+1,032
| +32% | +$109K | 0.21% | 74 |
|
|
2022
Q3 | $330K | Sell |
3,217
-5,459
| -63% | -$560K | 0.17% | 76 |
|
|
2022
Q2 | $923K | Buy |
+8,676
| New | +$923K | 0.49% | 36 |
|