RKL Wealth Management’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 | – | Sell |
-1,943
| Closed | -$205K | – | 180 |
|
|
2025
Q1 | $205K | Buy |
1,943
+10
| +0.5% | +$1.06K | 0.02% | 168 |
|
|
2024
Q4 | $206K | Sell |
1,933
-28
| -1% | -$2.98K | 0.02% | 170 |
|
|
2024
Q3 | $213K | Buy |
1,961
+15
| +0.8% | +$1.63K | 0.02% | 155 |
|
|
2024
Q2 | $207K | Buy |
1,946
+14
| +0.7% | +$1.49K | 0.02% | 144 |
|
|
2024
Q1 | $208K | Sell |
1,932
-136
| -7% | -$14.6K | 0.02% | 152 |
|
|
2023
Q4 | $224K | Sell |
2,068
-2,217
| -52% | -$240K | 0.02% | 140 |
|
|
2023
Q3 | $439K | Buy |
4,285
+331
| +8% | +$33.9K | 0.05% | 96 |
|
|
2023
Q2 | $422K | Buy |
3,954
+22
| +0.6% | +$2.35K | 0.05% | 103 |
|
|
2023
Q1 | $424K | Buy |
3,932
+18
| +0.5% | +$1.94K | 0.05% | 101 |
|
|
2022
Q4 | $413K | Buy |
3,914
+16
| +0.4% | +$1.69K | 0.06% | 100 |
|
|
2022
Q3 | $400K | Buy |
3,898
+575
| +17% | +$59K | 0.06% | 100 |
|
|
2022
Q2 | $353K | Buy |
3,323
+15
| +0.5% | +$1.59K | 0.05% | 107 |
|
|
2022
Q1 | $363K | Buy |
3,308
+39
| +1% | +$4.28K | 0.04% | 110 |
|
|
2021
Q4 | $380K | Buy |
3,269
+18
| +0.6% | +$2.09K | 0.05% | 99 |
|
|
2021
Q3 | $378K | Buy |
3,251
+18
| +0.6% | +$2.09K | 0.05% | 97 |
|
|
2021
Q2 | $379K | Sell |
3,233
-6
| -0.2% | -$703 | 0.05% | 102 |
|
|
2021
Q1 | $376K | Buy |
+3,239
| New | +$376K | 0.05% | 99 |
|