Okabena Investment Services’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 | $8.43M | Buy |
80,683
+581
| +0.7% | +$60.7K | 1.87% | 15 |
|
|
2025
Q1 | $8.45M | Sell |
80,102
-27,918
| -26% | -$2.94M | 2.13% | 13 |
|
|
2024
Q4 | $11.5M | Buy |
108,020
+14,858
| +16% | +$1.58M | 3.2% | 7 |
|
|
2024
Q3 | $10.1M | Buy |
93,162
+1,510
| +2% | +$164K | 2.85% | 8 |
|
|
2024
Q2 | $9.77M | Sell |
91,652
-728
| -0.8% | -$77.6K | 3.1% | 8 |
|
|
2024
Q1 | $9.94M | Buy |
92,380
+22,990
| +33% | +$2.47M | 3.31% | 7 |
|
|
2023
Q4 | $7.52M | Buy |
69,390
+64,713
| +1,384% | +$7.02M | 2.93% | 9 |
|
|
2023
Q3 | $480K | Hold |
4,677
| – | – | 0.37% | 54 |
|
|
2023
Q2 | $499K | Hold |
4,677
| – | – | 0.37% | 51 |
|
|
2023
Q1 | $504K | Sell |
4,677
-30,894
| -87% | -$3.33M | 0.35% | 52 |
|
|
2022
Q4 | $3.75M | Buy |
+35,571
| New | +$3.75M | 2.49% | 7 |
|