Regimen Wealth’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 | $1.79M | Sell |
17,087
-189,888
| -92% | -$19.8M | 0.55% | 26 |
|
2025
Q1 | $21.8M | Buy |
206,975
+5,172
| +3% | +$545K | 7.02% | 4 |
|
2024
Q4 | $21.5M | Buy |
201,803
+16,223
| +9% | +$1.73M | 7.02% | 4 |
|
2024
Q3 | $20.2M | Buy |
185,580
+2,210
| +1% | +$240K | 6.52% | 4 |
|
2024
Q2 | $19.5M | Buy |
183,370
+11,302
| +7% | +$1.2M | 6.73% | 4 |
|
2024
Q1 | $18.5M | Buy |
172,068
+15,614
| +10% | +$1.68M | 6.42% | 4 |
|
2023
Q4 | $17M | Buy |
156,454
+5,018
| +3% | +$544K | 6.49% | 5 |
|
2023
Q3 | $15.5M | Buy |
151,436
+3,367
| +2% | +$345K | 6.38% | 5 |
|
2023
Q2 | $15.8M | Buy |
148,069
+4,037
| +3% | +$431K | 6.55% | 5 |
|
2023
Q1 | $15.6M | Buy |
+144,032
| New | +$15.6M | 6.74% | 5 |
|