Northwest Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Northwest Wealth Management’s Portfolio MUB Stock Details MUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$282K	Buy	2,700 +9	+0.3%	+$940	0.05%	155
2025 Q1	$284K	Sell	2,691 -378	-12%	-$39.9K	0.06%	141
2024 Q4	$327K	Sell	3,069 -1,033	-25%	-$110K	0.07%	119
2024 Q3	$446K	Buy	4,102 +403	+11%	+$43.8K	0.1%	98
2024 Q2	$394K	Buy	3,699 +119	+3%	+$12.7K	0.1%	102
2024 Q1	$385K	Sell	3,580 -149	-4%	-$16K	0.11%	108
2023 Q4	$404K	Sell	3,729 -404	-10%	-$43.8K	0.12%	104
2023 Q3	$424K	Sell	4,133 -988	-19%	-$101K	0.15%	92
2023 Q2	$547K	Sell	5,121 -169	-3%	-$18K	0.2%	84
2023 Q1	$570K	Sell	5,290 -640	-11%	-$69K	0.22%	82
2022 Q4	$626K	Sell	5,930 -843	-12%	-$89K	0.27%	76
2022 Q3	$695K	Sell	6,773 -389	-5%	-$39.9K	0.31%	77
2022 Q2	$762K	Sell	7,162 -1,890	-21%	-$201K	0.33%	72
2022 Q1	$992K	Sell	9,052 -1,185	-12%	-$130K	0.49%	55
2021 Q4	$1.19M	Buy	10,237 +425	+4%	+$49.4K	0.55%	47
2021 Q3	$1.14M	Buy	9,812 +242	+3%	+$28.1K	0.57%	47
2021 Q2	$1.12M	Buy	9,570 +157	+2%	+$18.4K	0.59%	46
2021 Q1	$1.09M	Buy	9,413 +501	+6%	+$58.1K	0.68%	41
2020 Q4	$1.04M	Buy	8,912 +337	+4%	+$39.5K	0.72%	40
2020 Q3	$994K	Buy	8,575 +187	+2%	+$21.7K	0.82%	36
2020 Q2	$968K	Sell	8,388 -570	-6%	-$65.8K	0.84%	35
2020 Q1	$1.01M	Buy	8,958 +62	+0.7%	+$7K	1.02%	28
2019 Q4	$1.01M	Buy	8,896 +14	+0.2%	+$1.59K	0.93%	31
2019 Q3	$1.01M	Sell	8,882 -4,752	-35%	-$542K	0.83%	36
2019 Q2	$1.54M	Buy	13,634 +7,519	+123%	+$850K	1.24%	22
2019 Q1	$680K	Hold	6,115	–	–	0.51%	49
2018 Q4	$667K	Hold	6,115	–	–	0.56%	48
2018 Q3	$660K	Sell	6,115 -277	-4%	-$29.9K	0.49%	50
2018 Q2	$697K	Sell	6,392 -96	-1%	-$10.5K	0.52%	49
2018 Q1	$707K	Buy	6,488 +1,551	+31%	+$169K	0.53%	46
2017 Q4	$547K	Hold	4,937	–	–	0.45%	54
2017 Q3	$547K	Sell	4,937 -347	-7%	-$38.4K	0.77%	34
2017 Q2	$582K	Hold	5,284	–	–	0.53%	45
2017 Q1	$576K	Sell	5,284 -1,370	-21%	-$149K	0.53%	45
2016 Q4	$720K	Buy	+6,654	New	+$720K	0.73%	35