Morton Brown Family Wealth’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 | $18.5M | Sell |
177,090
-34,582
| -16% | -$3.61M | 5.63% | 6 |
|
|
2025
Q1 | $22.3M | Buy |
211,672
+11,748
| +6% | +$1.24M | 7.59% | 4 |
|
|
2024
Q4 | $21.3M | Buy |
199,924
+12,513
| +7% | +$1.33M | 7.42% | 3 |
|
|
2024
Q3 | $20.4M | Buy |
187,411
+11,839
| +7% | +$1.29M | 7.24% | 4 |
|
|
2024
Q2 | $18.8M | Sell |
175,572
-11,597
| -6% | -$1.25M | 7.44% | 4 |
|
|
2024
Q1 | $20.1M | Buy |
187,169
+25,305
| +16% | +$2.72M | 8.31% | 3 |
|
|
2023
Q4 | $17.5M | Buy |
161,864
+30,854
| +24% | +$3.34M | 7.69% | 3 |
|
|
2023
Q3 | $13.4M | Buy |
131,010
+11,130
| +9% | +$1.14M | 6.87% | 4 |
|
|
2023
Q2 | $12.8M | Buy |
119,880
+770
| +0.6% | +$82.2K | 6.83% | 3 |
|
|
2023
Q1 | $12.8M | Buy |
119,110
+637
| +0.5% | +$68.6K | 7.65% | 2 |
|
|
2022
Q4 | $12.5M | Buy |
118,473
+8,150
| +7% | +$860K | 8.52% | 2 |
|
|
2022
Q3 | $11.3M | Sell |
110,323
-8,419
| -7% | -$864K | 9.02% | 2 |
|
|
2022
Q2 | $12.6M | Buy |
118,742
+76,838
| +183% | +$8.17M | 9.78% | 2 |
|
|
2022
Q1 | $4.59M | Buy |
41,904
+36,090
| +621% | +$3.96M | 3.47% | 9 |
|
|
2021
Q4 | $676K | Buy |
+5,814
| New | +$676K | 0.52% | 28 |
|