Pinnacle Wealth Planning Services’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 | $438K | Sell |
4,190
-2,463
| -37% | -$257K | 0.06% | 219 |
|
|
2025
Q1 | $701K | Hold |
6,653
| – | – | 0.11% | 115 |
|
|
2024
Q4 | $709K | Hold |
6,653
| – | – | 0.11% | 111 |
|
|
2024
Q3 | $723K | Buy |
6,653
+1,500
| +29% | +$163K | 0.1% | 129 |
|
|
2024
Q2 | $549K | Hold |
5,153
| – | – | 0.08% | 163 |
|
|
2024
Q1 | $554K | Sell |
5,153
-900
| -15% | -$96.8K | 0.08% | 168 |
|
|
2023
Q4 | $656K | Sell |
6,053
-36
| -0.6% | -$3.9K | 0.1% | 131 |
|
|
2023
Q3 | $624K | Buy |
6,089
+36
| +0.6% | +$3.69K | 0.1% | 128 |
|
|
2023
Q2 | $646K | Sell |
6,053
-300
| -5% | -$32K | 0.1% | 129 |
|
|
2023
Q1 | $684K | Hold |
6,353
| – | – | 0.11% | 128 |
|
|
2022
Q4 | $670K | Buy |
+6,353
| New | +$670K | 0.12% | 120 |
|
|
2019
Q1 | – | Sell |
-6,239
| Closed | -$680K | – | 178 |
|
|
2018
Q4 | $680K | Buy |
+6,239
| New | +$680K | 0.44% | 45 |
|