Rothschild Investment LLC’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
$4.49K Buy
43
+5
+13% +$522 ﹤0.01% 1567
2025
Q1
$4.01K Hold
38
﹤0.01% 1537
2024
Q4
$4.05K Sell
38
-2
-5% -$213 ﹤0.01% 1430
2024
Q3
$4.35K Hold
40
﹤0.01% 1352
2024
Q2
$4.26K Buy
40
+2
+5% +$213 ﹤0.01% 1231
2024
Q1
$4.09K Sell
38
-1,562
-98% -$168K ﹤0.01% 1156
2023
Q4
$173K Buy
+1,600
New +$173K 0.01% 437