Partners in 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 | $4.65M | Sell |
44,517
-685
| -2% | -$71.6K | 0.86% | 18 |
|
|
2025
Q1 | $4.77M | Buy |
45,202
+9,684
| +27% | +$1.02M | 0.96% | 18 |
|
|
2024
Q4 | $3.78M | Buy |
35,518
+676
| +2% | +$72K | 0.77% | 18 |
|
|
2024
Q3 | $3.78M | Sell |
34,842
-816
| -2% | -$88.6K | 0.76% | 18 |
|
|
2024
Q2 | $3.8M | Buy |
35,658
+2,664
| +8% | +$284K | 0.83% | 18 |
|
|
2024
Q1 | $3.55M | Sell |
32,994
-102
| -0.3% | -$11K | 0.79% | 19 |
|
|
2023
Q4 | $3.59M | Buy |
33,096
+5,877
| +22% | +$637K | 0.84% | 17 |
|
|
2023
Q3 | $2.79M | Buy |
27,219
+1,148
| +4% | +$118K | 0.72% | 19 |
|
|
2023
Q2 | $2.78M | Sell |
26,071
-1,424
| -5% | -$152K | 0.71% | 20 |
|
|
2023
Q1 | $2.96M | Sell |
27,495
-174
| -0.6% | -$18.7K | 0.78% | 19 |
|
|
2022
Q4 | $2.93M | Buy |
+27,669
| New | +$2.93M | 0.81% | 19 |
|