Narus Financial Partners’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 | $2.44M | Buy |
23,317
+2,794
| +14% | +$292K | 0.76% | 24 |
|
|
2025
Q1 | $2.16M | Sell |
20,523
-1,308
| -6% | -$138K | 0.74% | 27 |
|
|
2024
Q4 | $2.33M | Buy |
21,831
+5,415
| +33% | +$577K | 0.79% | 26 |
|
|
2024
Q3 | $1.78M | Buy |
16,416
+2,220
| +16% | +$241K | 0.64% | 31 |
|
|
2024
Q2 | $1.51M | Buy |
14,196
+5,755
| +68% | +$613K | 0.61% | 37 |
|
|
2024
Q1 | $908K | Sell |
8,441
-165
| -2% | -$17.8K | 0.39% | 55 |
|
|
2023
Q4 | $933K | Sell |
8,606
-1,644
| -16% | -$178K | 0.45% | 49 |
|
|
2023
Q3 | $1.05M | Hold |
10,250
| – | – | 0.54% | 34 |
|
|
2023
Q2 | $1.09M | Hold |
10,250
| – | – | 0.57% | 34 |
|
|
2023
Q1 | $1.1M | Buy |
10,250
+300
| +3% | +$32.3K | 0.6% | 30 |
|
|
2022
Q4 | $1.05M | Sell |
9,950
-11,559
| -54% | -$1.22M | 0.61% | 30 |
|
|
2022
Q3 | $2.21M | Sell |
21,509
-12,474
| -37% | -$1.28M | 1.4% | 12 |
|
|
2022
Q2 | $3.61M | Sell |
33,983
-6,685
| -16% | -$711K | 2.3% | 3 |
|
|
2022
Q1 | $4.46M | Buy |
+40,668
| New | +$4.46M | 2.49% | 2 |
|
|
2021
Q1 | $4.03M | Buy |
+34,761
| New | +$4.03M | 2.4% | 2 |
|
|
2019
Q4 | $3.94M | Sell |
34,582
-200
| -0.6% | -$22.8K | 2.76% | 2 |
|
|
2019
Q3 | $3.97M | Sell |
34,782
-764
| -2% | -$87.2K | 2.91% | 2 |
|
|
2019
Q2 | $4.02M | Buy |
+35,546
| New | +$4.02M | 3.11% | 2 |
|
|
2017
Q3 | $2.28M | Buy |
20,574
+2,511
| +14% | +$278K | 2.01% | 2 |
|
|
2017
Q2 | $1.99M | Buy |
18,063
+787
| +5% | +$86.7K | 1.85% | 3 |
|
|
2017
Q1 | $1.88M | Buy |
17,276
+4,392
| +34% | +$478K | 1.82% | 3 |
|
|
2016
Q4 | $1.39M | Buy |
+12,884
| New | +$1.39M | 1.47% | 4 |
|