Palumbo Wealth Management’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 | $350K | Sell |
3,345
-1,011
| -23% | -$106K | 0.11% | 132 |
|
|
2025
Q1 | $459K | Buy |
4,356
+201
| +5% | +$21.2K | 0.15% | 100 |
|
|
2024
Q4 | $443K | Sell |
4,155
-90
| -2% | -$9.59K | 0.17% | 94 |
|
|
2024
Q3 | $461K | Buy |
4,245
+319
| +8% | +$34.7K | 0.18% | 90 |
|
|
2024
Q2 | $418K | Sell |
3,926
-209
| -5% | -$22.3K | 0.18% | 89 |
|
|
2024
Q1 | $445K | Buy |
4,135
+1,593
| +63% | +$171K | 0.2% | 84 |
|
|
2023
Q4 | $276K | Buy |
2,542
+8
| +0.3% | +$867 | 0.14% | 103 |
|
|
2023
Q3 | $260K | Buy |
2,534
+5
| +0.2% | +$513 | 0.14% | 97 |
|
|
2023
Q2 | $270K | Buy |
2,529
+6
| +0.2% | +$640 | 0.17% | 88 |
|
|
2023
Q1 | $272K | Buy |
+2,523
| New | +$272K | 0.18% | 76 |
|