Paladin Advisory Group’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 | $252K | Sell |
2,409
-23,142
| -91% | -$2.42M | 0.19% | 71 |
|
|
2025
Q1 | $2.69M | Sell |
25,551
-2,776
| -10% | -$293K | 2.16% | 15 |
|
|
2024
Q4 | $3.02M | Buy |
28,327
+757
| +3% | +$80.7K | 2.31% | 14 |
|
|
2024
Q3 | $2.99M | Buy |
27,570
+559
| +2% | +$60.7K | 2.21% | 17 |
|
|
2024
Q2 | $2.87M | Buy |
27,011
+1,004
| +4% | +$107K | 2.24% | 13 |
|
|
2024
Q1 | $2.78M | Buy |
26,007
+509
| +2% | +$54.5K | 2.2% | 15 |
|
|
2023
Q4 | $2.76M | Buy |
25,498
+873
| +4% | +$94.6K | 2.28% | 13 |
|
|
2023
Q3 | $2.53M | Buy |
24,625
+3,113
| +14% | +$319K | 2.13% | 13 |
|
|
2023
Q2 | $2.3M | Buy |
21,512
+1,206
| +6% | +$129K | 1.84% | 18 |
|
|
2023
Q1 | $2.19M | Buy |
+20,306
| New | +$2.19M | 1.82% | 17 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 157 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 158 |
|
|
2022
Q2 | – | Sell |
-1,874
| Closed | -$205K | – | 159 |
|
|
2022
Q1 | $205K | Buy |
+1,874
| New | +$205K | 0.17% | 96 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 155 |
|