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 |
|