Patten & Patten’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 | $271K | Sell |
2,595
-295
| -10% | -$30.8K | 0.02% | 277 |
|
|
2025
Q1 | $305K | Sell |
2,890
-1,550
| -35% | -$163K | 0.02% | 265 |
|
|
2024
Q4 | $473K | Sell |
4,440
-150
| -3% | -$16K | 0.03% | 224 |
|
|
2024
Q3 | $499K | Hold |
4,590
| – | – | 0.03% | 217 |
|
|
2024
Q2 | $489K | Sell |
4,590
-6,650
| -59% | -$709K | 0.03% | 218 |
|
|
2024
Q1 | $1.21M | Buy |
+11,240
| New | +$1.21M | 0.09% | 152 |
|