Safir 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 | $2.71M | Sell |
25,924
-545
| -2% | -$56.9K | 1.99% | 10 |
|
|
2025
Q1 | $2.79M | Buy |
26,469
+6,890
| +35% | +$726K | 2.21% | 10 |
|
|
2024
Q4 | $2.09M | Sell |
19,579
-440
| -2% | -$46.9K | 1.61% | 11 |
|
|
2024
Q3 | $2.17M | Buy |
20,019
+780
| +4% | +$84.7K | 1.67% | 11 |
|
|
2024
Q2 | $2.05M | Hold |
19,239
| – | – | 1.68% | 11 |
|
|
2024
Q1 | $2.07M | Buy |
19,239
+3,010
| +19% | +$324K | 1.7% | 11 |
|
|
2023
Q4 | $1.76M | Sell |
16,229
-1,753
| -10% | -$190K | 1.58% | 11 |
|
|
2023
Q3 | $1.84M | Buy |
17,982
+1,415
| +9% | +$145K | 1.78% | 11 |
|
|
2023
Q2 | $1.77M | Buy |
16,567
+2,550
| +18% | +$272K | 1.64% | 11 |
|
|
2023
Q1 | $1.51M | Buy |
14,017
+3,716
| +36% | +$400K | 1.49% | 11 |
|
|
2022
Q4 | $1.09M | Sell |
10,301
-8,599
| -45% | -$907K | 1.11% | 11 |
|
|
2022
Q3 | $1.94M | Sell |
18,900
-330
| -2% | -$33.9K | 2.02% | 11 |
|
|
2022
Q2 | $2.05M | Sell |
19,230
-3,911
| -17% | -$416K | 2% | 11 |
|
|
2022
Q1 | $2.54M | Buy |
23,141
+1,485
| +7% | +$163K | 2.12% | 11 |
|
|
2021
Q4 | $2.52M | Buy |
21,656
+1,975
| +10% | +$230K | 1.96% | 10 |
|
|
2021
Q3 | $2.29M | Buy |
19,681
+915
| +5% | +$106K | 1.91% | 11 |
|
|
2021
Q2 | $2.2M | Buy |
18,766
+5,920
| +46% | +$694K | 1.87% | 10 |
|
|
2021
Q1 | $1.49M | Buy |
12,846
+170
| +1% | +$19.7K | 1.37% | 10 |
|
|
2020
Q4 | $1.49M | Buy |
+12,676
| New | +$1.49M | 1.38% | 10 |
|