Presilium Private Wealth’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
$5.17M Buy
49,501
+1,465
+3% +$153K 1.06% 16
2025
Q1
$5.06M Buy
48,036
+2,979
+7% +$314K 1.13% 15
2024
Q4
$4.8M Sell
45,057
-862
-2% -$91.8K 1.1% 15
2024
Q3
$4.99M Sell
45,919
-929
-2% -$101K 1.15% 15
2024
Q2
$4.99M Buy
46,848
+1,265
+3% +$135K 1.26% 15
2024
Q1
$4.9M Buy
45,583
+2,560
+6% +$275K 1.3% 15
2023
Q4
$4.66M Sell
43,023
-3,666
-8% -$397K 1.33% 16
2023
Q3
$4.79M Buy
46,689
+10,200
+28% +$1.05M 1.52% 15
2023
Q2
$3.89M Buy
36,489
+2,116
+6% +$226K 1.34% 15
2023
Q1
$3.7M Buy
34,373
+6,347
+23% +$684K 1.43% 15
2022
Q4
$2.96M Buy
+28,026
New +$2.96M 1.24% 16