Oceanside 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 | $214K | Buy |
2,050
+29
| +1% | +$3.03K | 0.14% | 45 |
|
|
2025
Q1 | $213K | Sell |
2,021
-1,520
| -43% | -$160K | 0.15% | 43 |
|
|
2024
Q4 | $377K | Buy |
3,541
+266
| +8% | +$28.3K | 0.28% | 37 |
|
|
2024
Q3 | $356K | Buy |
3,275
+800
| +32% | +$86.9K | 0.27% | 36 |
|
|
2024
Q2 | $264K | Hold |
2,475
| – | – | 0.21% | 41 |
|
|
2024
Q1 | $266K | Sell |
2,475
-213
| -8% | -$22.9K | 0.22% | 39 |
|
|
2023
Q4 | $291K | Buy |
+2,688
| New | +$291K | 0.26% | 40 |
|