Physician Wealth Solutions’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 | $2.62M | Sell |
25,080
-12,296
| -33% | -$1.28M | 1.22% | 22 |
|
|
2025
Q1 | $3.94M | Buy |
37,376
+7,156
| +24% | +$755K | 1.98% | 16 |
|
|
2024
Q4 | $3.22M | Buy |
30,220
+445
| +1% | +$47.4K | 1.61% | 19 |
|
|
2024
Q3 | $3.19M | Buy |
29,775
+3,265
| +12% | +$349K | 1.59% | 18 |
|
|
2024
Q2 | $2.82M | Buy |
26,510
+486
| +2% | +$51.8K | 2.02% | 18 |
|
|
2024
Q1 | $2.8M | Buy |
26,024
+521
| +2% | +$56.1K | 2.35% | 17 |
|
|
2023
Q4 | $2.76M | Buy |
+25,503
| New | +$2.76M | 2.76% | 16 |
|