Morris Financial Concepts’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 | $45.6K | Sell |
436
-792
| -64% | -$82.7K | 0.02% | 156 |
|
|
2025
Q1 | $129K | Sell |
1,228
-291
| -19% | -$30.7K | 0.05% | 139 |
|
|
2024
Q4 | $162K | Sell |
1,519
-32
| -2% | -$3.41K | 0.07% | 130 |
|
|
2024
Q3 | $168K | Buy |
1,551
+31
| +2% | +$3.37K | 0.07% | 127 |
|
|
2024
Q2 | $162K | Sell |
1,520
-210
| -12% | -$22.4K | 0.08% | 105 |
|
|
2024
Q1 | $186K | Buy |
1,730
+115
| +7% | +$12.4K | 0.1% | 100 |
|
|
2023
Q4 | $175K | Buy |
1,615
+165
| +11% | +$17.9K | 0.1% | 99 |
|
|
2023
Q3 | $149K | Buy |
1,450
+256
| +21% | +$26.3K | 0.1% | 90 |
|
|
2023
Q2 | $127K | Buy |
1,194
+700
| +142% | +$74.7K | 0.08% | 91 |
|
|
2023
Q1 | $53.3K | Buy |
494
+238
| +93% | +$25.7K | 0.04% | 105 |
|
|
2022
Q4 | $27.1K | Buy |
256
+215
| +524% | +$22.7K | 0.02% | 107 |
|
|
2022
Q3 | $4K | Sell |
41
-520
| -93% | -$50.7K | ﹤0.01% | 101 |
|
|
2022
Q2 | $60K | Sell |
561
-714
| -56% | -$76.4K | 0.06% | 84 |
|
|
2022
Q1 | $140K | Sell |
1,275
-1,990
| -61% | -$219K | 0.12% | 71 |
|
|
2021
Q4 | $380K | Buy |
+3,265
| New | +$380K | 0.32% | 46 |
|