RCS
Retirement Capital Strategies’s iShares National Muni Bond ETF MUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
11,165
-1,501
| -12% | -$157K | 0.46% | 38 |
|
|
2025
Q1 | $1.34M | Sell |
12,666
-152
| -1% | -$16K | 0.52% | 36 |
|
|
2024
Q4 | $1.37M | Hold |
12,818
| – | – | 0.52% | 34 |
|
|
2024
Q3 | $1.39M | Sell |
12,818
-809
| -6% | -$87.9K | 0.55% | 33 |
|
|
2024
Q2 | $1.45M | Sell |
13,627
-72,749
| -84% | -$7.75M | 0.58% | 30 |
|
|
2024
Q1 | $9.29M | Buy |
86,376
+3,940
| +5% | +$424K | 3.8% | 8 |
|
|
2023
Q4 | $8.94M | Buy |
+82,436
| New | +$8.94M | 3.87% | 8 |
|