Quotient Wealth Partners’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 | $22.9M | Buy |
219,648
+27,901
| +15% | +$2.92M | 0.68% | 22 |
|
|
2025
Q1 | $20.2M | Sell |
191,747
-8,569
| -4% | -$904K | 0.65% | 22 |
|
|
2024
Q4 | $21.3M | Sell |
200,316
-2,523
| -1% | -$269K | 0.7% | 21 |
|
|
2024
Q3 | $22M | Buy |
202,839
+23,227
| +13% | +$2.52M | 0.72% | 21 |
|
|
2024
Q2 | $19.1M | Sell |
179,612
-3,965
| -2% | -$422K | 0.67% | 21 |
|
|
2024
Q1 | $19.8M | Buy |
183,577
+28,091
| +18% | +$3.02M | 0.71% | 22 |
|
|
2023
Q4 | $16.9M | Buy |
+155,486
| New | +$16.9M | 0.65% | 26 |
|