Rooted 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 | $1.42M | Buy |
13,681
+55
| +0.4% | +$5.72K | 0.49% | 35 |
|
|
2025
Q1 | $1.44M | Sell |
13,626
-30
| -0.2% | -$3.17K | 0.62% | 33 |
|
|
2024
Q4 | $1.45M | Sell |
13,656
-330
| -2% | -$35.1K | 0.57% | 35 |
|
|
2024
Q3 | $1.51M | Buy |
13,986
+1,587
| +13% | +$171K | 0.67% | 29 |
|
|
2024
Q2 | $1.33M | Sell |
12,399
-262
| -2% | -$28.1K | 0.59% | 36 |
|
|
2024
Q1 | $1.35M | Sell |
12,661
-110
| -0.9% | -$11.7K | 0.67% | 32 |
|
|
2023
Q4 | $1.38M | Buy |
12,771
+7,836
| +159% | +$845K | 0.72% | 30 |
|
|
2023
Q3 | $517K | Buy |
4,935
+855
| +21% | +$89.6K | 0.32% | 47 |
|
|
2023
Q2 | $434K | Buy |
4,080
+2,215
| +119% | +$236K | 0.29% | 48 |
|
|
2023
Q1 | $201K | Buy |
+1,865
| New | +$201K | 0.15% | 84 |
|