NewEdge 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 | $11.7M | Sell |
112,219
-6,337
| -5% | -$660K | 0.18% | 105 |
|
|
2025
Q1 | $12.5M | Sell |
118,556
-8,931
| -7% | -$942K | 0.23% | 96 |
|
|
2024
Q4 | $13.6M | Buy |
127,487
+27,677
| +28% | +$2.95M | 0.24% | 102 |
|
|
2024
Q3 | $10.8M | Sell |
99,810
-2,796
| -3% | -$304K | 0.2% | 112 |
|
|
2024
Q2 | $10.9M | Sell |
102,606
-1,732
| -2% | -$185K | 0.24% | 102 |
|
|
2024
Q1 | $11.1M | Buy |
104,338
+74,325
| +248% | +$7.91M | 0.25% | 104 |
|
|
2023
Q4 | $3.25M | Sell |
30,013
-19,768
| -40% | -$2.14M | 0.08% | 208 |
|
|
2023
Q3 | $5.1M | Sell |
49,781
-1,873
| -4% | -$192K | 0.16% | 127 |
|
|
2023
Q2 | $5.51M | Buy |
51,654
+7,821
| +18% | +$835K | 0.18% | 123 |
|
|
2023
Q1 | $4.72M | Sell |
43,833
-960
| -2% | -$103K | 0.18% | 124 |
|
|
2022
Q4 | $4.73M | Buy |
44,793
+3,046
| +7% | +$321K | 0.2% | 114 |
|
|
2022
Q3 | $4.28M | Sell |
41,747
-24,898
| -37% | -$2.55M | 0.2% | 111 |
|
|
2022
Q2 | $7.09M | Buy |
66,645
+387
| +0.6% | +$41.2K | 0.32% | 79 |
|
|
2022
Q1 | $7.27M | Buy |
66,258
+14,341
| +28% | +$1.57M | 0.32% | 84 |
|
|
2021
Q4 | $6.04M | Buy |
51,917
+1,408
| +3% | +$164K | 0.25% | 100 |
|
|
2021
Q3 | $5.87M | Buy |
50,509
+16,718
| +49% | +$1.94M | 0.35% | 80 |
|
|
2021
Q2 | $3.96M | Sell |
33,791
-12,974
| -28% | -$1.52M | 0.3% | 90 |
|
|
2021
Q1 | $5.43M | Buy |
46,765
+40,795
| +683% | +$4.73M | 0.54% | 60 |
|
|
2020
Q4 | $700K | Buy |
+5,970
| New | +$700K | 0.22% | 101 |
|