Philip James Wealth Mangement’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 | $490K | Sell |
4,690
-956
| -17% | -$99.9K | 0.06% | 110 |
|
|
2025
Q1 | $595K | Sell |
5,646
-1,461
| -21% | -$154K | 0.07% | 99 |
|
|
2024
Q4 | $757K | Sell |
7,107
-169
| -2% | -$18K | 0.1% | 88 |
|
|
2024
Q3 | $790K | Buy |
7,276
+10
| +0.1% | +$1.09K | 0.1% | 83 |
|
|
2024
Q2 | $774K | Sell |
7,266
-13,733
| -65% | -$1.46M | 0.52% | 27 |
|
|
2024
Q1 | $2.26M | Sell |
20,999
-23
| -0.1% | -$2.48K | 1.6% | 16 |
|
|
2023
Q4 | $2.28M | Buy |
+21,022
| New | +$2.28M | 1.76% | 15 |
|