Presidio Capital Management’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
Q1 | – | Sell |
-2,559
| Closed | -$273K | – | 76 |
|
2024
Q4 | $273K | Hold |
2,559
| – | – | 0.15% | 51 |
|
2024
Q3 | $278K | Sell |
2,559
-1,937
| -43% | -$210K | 0.18% | 53 |
|
2024
Q2 | $479K | Hold |
4,496
| – | – | 0.33% | 34 |
|
2024
Q1 | $484K | Buy |
4,496
+2,365
| +111% | +$254K | 0.35% | 27 |
|
2023
Q4 | $231K | Buy |
+2,131
| New | +$231K | 0.18% | 35 |
|