Precedent Wealth Partners’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 | $5.13M | Sell |
49,077
-5,369
| -10% | -$561K | 1.26% | 18 |
|
|
2025
Q1 | $5.74M | Buy |
54,446
+2,258
| +4% | +$238K | 1.59% | 18 |
|
|
2024
Q4 | $5.56M | Buy |
52,188
+572
| +1% | +$60.9K | 1.81% | 11 |
|
|
2024
Q3 | $5.61M | Buy |
51,616
+366
| +0.7% | +$39.8K | 1.85% | 12 |
|
|
2024
Q2 | $5.46M | Buy |
51,250
+210
| +0.4% | +$22.4K | 2.2% | 9 |
|
|
2024
Q1 | $5.49M | Buy |
+51,040
| New | +$5.49M | 2.36% | 9 |
|