OLIO Financial Planning’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 | $518K | Sell |
4,958
-13
| -0.3% | -$1.36K | 0.16% | 37 |
|
|
2025
Q1 | $524K | Hold |
4,971
| – | – | 0.18% | 35 |
|
|
2024
Q4 | $530K | Sell |
4,971
-3,596
| -42% | -$383K | 0.19% | 35 |
|
|
2024
Q3 | $929K | Buy |
8,567
+21
| +0.2% | +$2.28K | 0.39% | 25 |
|
|
2024
Q2 | $927K | Sell |
8,546
-21
| -0.2% | -$2.28K | 0.39% | 25 |
|
|
2024
Q1 | $929K | Hold |
8,567
| – | – | 0.39% | 25 |
|
|
2023
Q4 | $929K | Sell |
8,567
-1,534
| -15% | -$166K | 0.39% | 25 |
|
|
2023
Q3 | $1.04M | Buy |
10,101
+82
| +0.8% | +$8.41K | 0.49% | 25 |
|
|
2023
Q2 | $1.07M | Sell |
10,019
-2,685
| -21% | -$287K | 0.51% | 24 |
|
|
2023
Q1 | $1.37M | Sell |
12,704
-4,594
| -27% | -$495K | 0.71% | 22 |
|
|
2022
Q4 | $1.83M | Sell |
17,298
-35,385
| -67% | -$3.73M | 0.99% | 18 |
|
|
2022
Q3 | $5.4M | Buy |
52,683
+188
| +0.4% | +$19.3K | 3.21% | 9 |
|
|
2022
Q2 | $5.58M | Sell |
52,495
-16,357
| -24% | -$1.74M | 3.13% | 9 |
|
|
2022
Q1 | $7.55M | Buy |
68,852
+1,966
| +3% | +$216K | 4.32% | 7 |
|
|
2021
Q4 | $7.78M | Buy |
+66,886
| New | +$7.78M | 4.62% | 7 |
|