Robinson Smith Wealth Advisors’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
$216K Sell
2,066
-12,290
-86% -$1.28M 0.17% 81
2025
Q1
$1.51M Sell
14,356
-19
-0.1% -$2K 1.27% 19
2024
Q4
$1.53M Sell
14,375
-2,435
-14% -$259K 1.3% 20
2024
Q3
$1.83M Sell
16,810
-163
-1% -$17.7K 1.55% 18
2024
Q2
$1.81M Buy
16,973
+783
+5% +$83.4K 1.59% 15
2024
Q1
$1.74M Buy
16,190
+707
+5% +$76.1K 1.67% 14
2023
Q4
$1.68M Buy
+15,483
New +$1.68M 1.65% 16