Premier Path 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 | $3.99M | Sell |
38,183
-9,319
| -20% | -$974K | 0.56% | 37 |
|
|
2025
Q1 | $5.01M | Buy |
47,502
+5,254
| +12% | +$554K | 0.78% | 33 |
|
|
2024
Q4 | $4.5M | Buy |
42,248
+1,199
| +3% | +$128K | 0.69% | 35 |
|
|
2024
Q3 | $4.46M | Buy |
41,049
+859
| +2% | +$93.3K | 0.7% | 33 |
|
|
2024
Q2 | $4.28M | Buy |
40,190
+15,564
| +63% | +$1.66M | 0.73% | 33 |
|
|
2024
Q1 | $2.9M | Sell |
24,626
-14,455
| -37% | -$1.7M | 0.55% | 36 |
|
|
2023
Q4 | $4.39M | Buy |
+39,081
| New | +$4.39M | 0.97% | 21 |
|