PSI Advisors’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 |
-253
| Closed | -$26.9K | – | 868 |
|
|
2024
Q4 | $26.9K | Buy |
253
+3
| +1% | +$319 | 0.01% | 367 |
|
|
2024
Q3 | $27.2K | Buy |
250
+1
| +0.4% | +$109 | 0.01% | 365 |
|
|
2024
Q2 | $26.4K | Buy |
249
+3
| +1% | +$318 | 0.01% | 351 |
|
|
2024
Q1 | $26.5K | Hold |
246
| – | – | 0.01% | 342 |
|
|
2023
Q4 | $26.6K | Buy |
246
+3
| +1% | +$324 | 0.01% | 359 |
|
|
2023
Q3 | $24.9K | Buy |
243
+2
| +0.8% | +$205 | 0.01% | 349 |
|
|
2023
Q2 | $25.7K | Buy |
241
+1
| +0.4% | +$107 | 0.01% | 347 |
|
|
2023
Q1 | $25.9K | Hold |
240
| – | – | 0.01% | 306 |
|
|
2022
Q4 | $25.3K | Buy |
240
+2
| +0.8% | +$211 | 0.01% | 291 |
|
|
2022
Q3 | $24K | Buy |
238
+2
| +0.8% | +$202 | 0.01% | 310 |
|
|
2022
Q2 | $25K | Buy |
236
+1
| +0.4% | +$106 | 0.01% | 328 |
|
|
2022
Q1 | $26K | Hold |
235
| – | – | 0.01% | 336 |
|
|
2021
Q4 | $27K | Buy |
235
+2
| +0.9% | +$230 | 0.01% | 349 |
|
|
2021
Q3 | $27K | Buy |
+233
| New | +$27K | 0.01% | 349 |
|
|
2020
Q1 | – | Sell |
-375
| Closed | -$42K | – | 406 |
|
|
2019
Q4 | $42K | Buy |
+375
| New | +$42K | 0.03% | 280 |
|