Omni 360 Wealth’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 | $223K | Sell |
2,132
-270
| -11% | -$28.2K | 0.11% | 182 |
|
2025
Q1 | $253K | Buy |
2,402
+245
| +11% | +$25.8K | 0.15% | 128 |
|
2024
Q4 | $230K | Sell |
2,157
-74
| -3% | -$7.89K | 0.14% | 114 |
|
2024
Q3 | $242K | Buy |
2,231
+204
| +10% | +$22.2K | 0.16% | 110 |
|
2024
Q2 | $216K | Buy |
2,027
+119
| +6% | +$12.7K | 0.16% | 106 |
|
2024
Q1 | $205K | Sell |
1,908
-220
| -10% | -$23.7K | 0.17% | 105 |
|
2023
Q4 | $231K | Buy |
+2,128
| New | +$231K | 0.21% | 91 |
|