Newman Dignan & Sheerar Inc’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 | – | Sell |
-5,124
| Closed | -$540K | – | 199 |
|
|
2025
Q1 | $540K | Buy |
5,124
+1
| +0% | +$105 | 0.15% | 102 |
|
|
2024
Q4 | $546K | Sell |
5,123
-99
| -2% | -$10.5K | 0.14% | 105 |
|
|
2024
Q3 | $559K | Buy |
5,222
+536
| +11% | +$57.4K | 0.13% | 107 |
|
|
2024
Q2 | $499K | Buy |
4,686
+13
| +0.3% | +$1.39K | 0.13% | 114 |
|
|
2024
Q1 | $503K | Buy |
+4,673
| New | +$503K | 0.13% | 116 |
|