Salomon & Ludwin’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
$25.4M Buy
243,456
+6,255
+3% +$653K 2.51% 12
2025
Q1
$25M Buy
237,201
+10,221
+5% +$1.08M 2.67% 9
2024
Q4
$24.2M Buy
226,980
+12,220
+6% +$1.3M 2.56% 11
2024
Q3
$23.5M Buy
214,760
+27,450
+15% +$3M 2.39% 13
2024
Q2
$20M Buy
187,310
+21,037
+13% +$2.24M 2.23% 14
2024
Q1
$17.9M Buy
166,273
+6,473
+4% +$697K 1.54% 21
2023
Q4
$16.4M Hold
159,800
1.71% 20
2023
Q3
$16.4M Buy
159,800
+58,020
+57% +$5.95M 1.71% 20
2023
Q2
$10.9M Buy
101,780
+98,113
+2,676% +$10.5M 1.16% 26
2023
Q1
$395K Buy
3,667
+1,100
+43% +$119K 0.05% 124
2022
Q4
$271K Buy
+2,567
New +$271K 0.03% 143