RCS Financial Planning’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 | $1.21M | Sell |
11,614
-29,637
| -72% | -$3.1M | 0.6% | 33 |
|
|
2025
Q1 | $4.35M | Buy |
41,251
+15,631
| +61% | +$1.65M | 2.3% | 11 |
|
|
2024
Q4 | $2.73M | Buy |
25,620
+11,909
| +87% | +$1.27M | 1.45% | 18 |
|
|
2024
Q3 | $1.49M | Sell |
13,711
-818
| -6% | -$88.9K | 0.83% | 26 |
|
|
2024
Q2 | $1.55M | Buy |
14,529
+4,951
| +52% | +$528K | 0.91% | 24 |
|
|
2024
Q1 | $1.03M | Buy |
9,578
+1,667
| +21% | +$179K | 0.63% | 34 |
|
|
2023
Q4 | $858K | Buy |
7,911
+254
| +3% | +$27.5K | 0.56% | 35 |
|
|
2023
Q3 | $785K | Sell |
7,657
-4,735
| -38% | -$486K | 0.6% | 31 |
|
|
2023
Q2 | $1.32M | Sell |
12,392
-2,627
| -17% | -$280K | 1.09% | 21 |
|
|
2023
Q1 | $1.62M | Buy |
15,019
+2,175
| +17% | +$234K | 1.44% | 17 |
|
|
2022
Q4 | $1.36M | Buy |
+12,844
| New | +$1.36M | 1.32% | 17 |
|