Northwest Financial 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 | $241K | Sell |
2,304
-3,704
| -62% | -$387K | 0.34% | 79 |
|
|
2025
Q1 | $633K | Buy |
6,008
+10
| +0.2% | +$1.05K | 0.53% | 46 |
|
|
2024
Q4 | $639K | Sell |
5,998
-68
| -1% | -$7.25K | 0.53% | 47 |
|
|
2024
Q3 | $659K | Buy |
6,066
+559
| +10% | +$60.7K | 0.52% | 42 |
|
|
2024
Q2 | $587K | Buy |
5,507
+1,231
| +29% | +$131K | 0.6% | 44 |
|
|
2024
Q1 | $460K | Buy |
4,276
+15
| +0.4% | +$1.61K | 0.51% | 51 |
|
|
2023
Q4 | $462K | Buy |
+4,261
| New | +$462K | 0.39% | 49 |
|