Regatta Capital Group’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
-2,000
Closed -$213K 190
2024
Q4
$213K Hold
2,000
0.04% 177
2024
Q3
$217K Hold
2,000
0.04% 180
2024
Q2
$213K Hold
2,000
0.05% 172
2024
Q1
$215K Hold
2,000
0.05% 172
2023
Q4
$217K Hold
2,000
0.06% 158
2023
Q3
$205K Hold
2,000
0.07% 157
2023
Q2
$213K Hold
2,000
0.07% 159
2023
Q1
$211K Hold
2,000
0.08% 164
2022
Q4
$211K Hold
2,000
0.08% 164
2022
Q3
$213K Hold
2,000
0.09% 156
2022
Q2
$213K Hold
2,000
0.1% 145
2022
Q1
$219K Hold
2,000
0.08% 162
2021
Q4
$233K Buy
+2,000
New +$233K 0.08% 166