PP
Prosperity Planning’s iShares National Muni Bond ETF MUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 34 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 28 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 28 |
|
|
2024
Q3 | – | Sell |
-27,389
| Closed | -$2.92M | – | 27 |
|
|
2024
Q2 | $2.92M | Buy |
+27,389
| New | +$2.92M | 1% | 25 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 25 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 25 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 24 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 25 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 23 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 23 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 26 |
|
|
2022
Q2 | – | Sell |
-25,551
| Closed | -$2.97M | – | 18 |
|
|
2022
Q1 | $2.97M | Hold |
25,551
| – | – | 1.45% | 20 |
|
|
2021
Q4 | $2.97M | Buy |
25,551
+890
| +4% | +$103K | 1.51% | 19 |
|
|
2021
Q3 | $2.87M | Buy |
24,661
+663
| +3% | +$77K | 1.56% | 19 |
|
|
2021
Q2 | $2.81M | Buy |
+23,998
| New | +$2.81M | 1.75% | 17 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 16 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 16 |
|