Paulson 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 | $695K | Sell |
6,651
-19,759
| -75% | -$2.06M | 0.18% | 62 |
|
|
2025
Q1 | $2.78M | Sell |
26,410
-418
| -2% | -$44.1K | 0.78% | 18 |
|
|
2024
Q4 | $2.86M | Sell |
26,828
-1,625
| -6% | -$173K | 0.78% | 20 |
|
|
2024
Q3 | $3.09M | Buy |
28,453
+1,305
| +5% | +$142K | 0.83% | 19 |
|
|
2024
Q2 | $2.89M | Buy |
27,148
+1,056
| +4% | +$113K | 0.84% | 21 |
|
|
2024
Q1 | $2.81M | Sell |
26,092
-1,113
| -4% | -$120K | 0.83% | 21 |
|
|
2023
Q4 | $2.95M | Buy |
27,205
+2,238
| +9% | +$243K | 0.95% | 19 |
|
|
2023
Q3 | $2.56M | Sell |
24,967
-503
| -2% | -$51.6K | 0.9% | 20 |
|
|
2023
Q2 | $2.72M | Buy |
25,470
+754
| +3% | +$80.5K | 0.93% | 20 |
|
|
2023
Q1 | $2.66M | Buy |
24,716
+989
| +4% | +$107K | 1.18% | 15 |
|
|
2022
Q4 | $2.5M | Buy |
23,727
+5,907
| +33% | +$623K | 1.22% | 15 |
|
|
2022
Q3 | $1.83M | Sell |
17,820
-18,578
| -51% | -$1.91M | 0.98% | 15 |
|
|
2022
Q2 | $3.87M | Sell |
36,398
-1,163
| -3% | -$124K | 2.04% | 10 |
|
|
2022
Q1 | $4.12M | Sell |
37,561
-2,583
| -6% | -$283K | 1.88% | 10 |
|
|
2021
Q4 | $4.67M | Sell |
40,144
-23,501
| -37% | -$2.73M | 2.09% | 10 |
|
|
2021
Q3 | $7.39M | Sell |
63,645
-769
| -1% | -$89.3K | 3.51% | 8 |
|
|
2021
Q2 | $7.55M | Sell |
64,414
-4,550
| -7% | -$533K | 3.65% | 9 |
|
|
2021
Q1 | $8.07M | Buy |
68,964
+3,695
| +6% | +$432K | 4.01% | 7 |
|
|
2020
Q4 | $7.65M | Buy |
65,269
+9,968
| +18% | +$1.17M | 4.46% | 7 |
|
|
2020
Q3 | $6.41M | Buy |
55,301
+12,897
| +30% | +$1.5M | 4.14% | 6 |
|
|
2020
Q2 | $4.89M | Buy |
42,404
+8,755
| +26% | +$1.01M | 3.43% | 7 |
|
|
2020
Q1 | $3.83M | Buy |
33,649
+8,643
| +35% | +$984K | 2.94% | 6 |
|
|
2019
Q4 | $2.87M | Buy |
25,006
+22,157
| +778% | +$2.55M | 2.03% | 11 |
|
|
2019
Q3 | $325K | Buy |
2,849
+272
| +11% | +$31K | 0.24% | 75 |
|
|
2019
Q2 | $292K | Sell |
2,577
-442
| -15% | -$50.1K | 0.22% | 84 |
|
|
2019
Q1 | $336K | Buy |
+3,019
| New | +$336K | 0.25% | 82 |
|
|
2018
Q4 | – | Sell |
-2,226
| Closed | -$240K | – | 127 |
|
|
2018
Q3 | $240K | Sell |
2,226
-51
| -2% | -$5.5K | 0.22% | 107 |
|
|
2018
Q2 | $248K | Sell |
2,277
-795
| -26% | -$86.6K | 0.24% | 96 |
|
|
2018
Q1 | $335K | Sell |
3,072
-222
| -7% | -$24.2K | 0.33% | 74 |
|
|
2017
Q4 | $365K | Buy |
+3,294
| New | +$365K | 0.32% | 70 |
|