Rockwood 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 | $32M | Buy |
306,696
+303,080
| +8,382% | +$31.7M | 2.82% | 9 |
|
|
2025
Q1 | $381K | Buy |
+3,616
| New | +$381K | 0.04% | 65 |
|
|
2024
Q3 | – | Sell |
-2,272
| Closed | -$242K | – | 92 |
|
|
2024
Q2 | $242K | Buy |
+2,272
| New | +$242K | 0.03% | 75 |
|
|
2022
Q3 | – | Sell |
-5,870
| Closed | -$624K | – | 75 |
|
|
2022
Q2 | $624K | Sell |
5,870
-580
| -9% | -$61.7K | 0.29% | 29 |
|
|
2022
Q1 | $707K | Sell |
6,450
-175
| -3% | -$19.2K | 0.34% | 28 |
|
|
2021
Q4 | $770K | Buy |
+6,625
| New | +$770K | 0.34% | 32 |
|