Private Client Services’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 | $1.1M | Buy |
10,564
+1,859
| +21% | +$194K | 0.43% | 58 |
|
|
2025
Q1 | $918K | Sell |
8,705
-366
| -4% | -$38.6K | 0.45% | 58 |
|
|
2024
Q4 | $967K | Sell |
9,071
-817
| -8% | -$87.1K | 0.52% | 53 |
|
|
2024
Q3 | $1.07M | Buy |
9,888
+2,583
| +35% | +$281K | 0.58% | 47 |
|
|
2024
Q2 | $778K | Buy |
7,305
+165
| +2% | +$17.6K | 0.49% | 56 |
|
|
2024
Q1 | $768K | Buy |
7,140
+731
| +11% | +$78.7K | 0.52% | 54 |
|
|
2023
Q4 | $695K | Buy |
+6,409
| New | +$695K | 0.57% | 52 |
|