PSA
Plum Street Advisors’s iShares National Muni Bond ETF MUB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.31M | Buy |
22,104
+612
| +3% | +$63.9K | 1.02% | 24 |
|
2025
Q1 | $2.27M | Buy |
21,492
+862
| +4% | +$90.9K | 1.09% | 22 |
|
2024
Q4 | $2.2M | Sell |
20,630
-153
| -0.7% | -$16.3K | 1.09% | 23 |
|
2024
Q3 | $2.26M | Buy |
20,783
+1,812
| +10% | +$197K | 1.14% | 20 |
|
2024
Q2 | $2.02M | Sell |
18,971
-1,812
| -9% | -$193K | 1.18% | 19 |
|
2024
Q1 | $2.26M | Buy |
20,783
+6,720
| +48% | +$730K | 1.14% | 20 |
|
2023
Q4 | $1.52M | Buy |
+14,063
| New | +$1.52M | 1.02% | 25 |
|