MSH Capital Advisors’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 | $509K | Buy |
4,873
+1,368
| +39% | +$143K | 0.15% | 159 |
|
|
2025
Q1 | $370K | Buy |
3,505
+1,378
| +65% | +$145K | 0.11% | 174 |
|
|
2024
Q4 | $227K | Hold |
2,127
| – | – | 0.07% | 214 |
|
|
2024
Q3 | $231K | Hold |
2,127
| – | – | 0.07% | 217 |
|
|
2024
Q2 | $227K | Sell |
2,127
-5,193
| -71% | -$553K | 0.08% | 206 |
|
|
2024
Q1 | $788K | Buy |
7,320
+21
| +0.3% | +$2.26K | 0.28% | 98 |
|
|
2023
Q4 | $791K | Sell |
7,299
-10,537
| -59% | -$1.14M | 0.3% | 96 |
|
|
2023
Q3 | $1.83M | Sell |
17,836
-1,071
| -6% | -$110K | 0.72% | 47 |
|
|
2023
Q2 | $2.02M | Buy |
18,907
+1,557
| +9% | +$166K | 0.74% | 44 |
|
|
2023
Q1 | $1.87M | Buy |
17,350
+7,247
| +72% | +$781K | 0.8% | 39 |
|
|
2022
Q4 | $1.07M | Buy |
10,103
+5,285
| +110% | +$558K | 0.48% | 72 |
|
|
2022
Q3 | $494K | Buy |
+4,818
| New | +$494K | 0.24% | 107 |
|
|
2022
Q2 | – | Sell |
-2,075
| Closed | -$227K | – | 200 |
|
|
2022
Q1 | $227K | Buy |
+2,075
| New | +$227K | 0.09% | 186 |
|