Noesis Capital Mangement’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
$430K Buy
4,113
+325
+9% +$34K 0.07% 79
2025
Q1
$399K Sell
3,788
-750
-17% -$79.1K 0.08% 79
2024
Q4
$484K Sell
4,538
-266
-6% -$28.3K 0.09% 66
2024
Q3
$522K Sell
4,804
-3,314
-41% -$360K 0.1% 67
2024
Q2
$865K Hold
8,118
0.19% 50
2024
Q1
$873K Hold
8,118
0.19% 48
2023
Q4
$880K Hold
8,118
0.21% 49
2023
Q3
$832K Hold
8,118
0.22% 48
2023
Q2
$866K Buy
8,118
+1,438
+22% +$153K 0.21% 51
2023
Q1
$720K Hold
6,680
0.18% 53
2022
Q4
$705K Hold
6,680
0.2% 52
2022
Q3
$685K Hold
6,680
0.21% 52
2022
Q2
$710K Hold
6,680
0.21% 51
2022
Q1
$732K Buy
6,680
+2,700
+68% +$296K 0.18% 55
2021
Q4
$463K Buy
+3,980
New +$463K 0.09% 72