Sandbox Financial Partners’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 | $522K | Buy |
4,998
+159
| +3% | +$16.6K | 0.16% | 66 |
|
|
2025
Q1 | $510K | Sell |
4,839
-220
| -4% | -$23.2K | 0.18% | 62 |
|
|
2024
Q4 | $539K | Sell |
5,059
-321
| -6% | -$34.2K | 0.18% | 61 |
|
|
2024
Q3 | $584K | Buy |
5,380
+432
| +9% | +$46.9K | 0.21% | 58 |
|
|
2024
Q2 | $527K | Buy |
4,948
+162
| +3% | +$17.3K | 0.2% | 61 |
|
|
2024
Q1 | $515K | Sell |
4,786
-2,625
| -35% | -$282K | 0.22% | 58 |
|
|
2023
Q4 | $803K | Sell |
7,411
-2,147
| -22% | -$233K | 0.38% | 43 |
|
|
2023
Q3 | $980K | Sell |
9,558
-482
| -5% | -$49.4K | 0.52% | 33 |
|
|
2023
Q2 | $1.07M | Buy |
10,040
+492
| +5% | +$52.5K | 0.56% | 27 |
|
|
2023
Q1 | $1.03M | Buy |
9,548
+2,777
| +41% | +$299K | 0.62% | 25 |
|
|
2022
Q4 | $714K | Buy |
6,771
+861
| +15% | +$90.9K | 0.49% | 33 |
|
|
2022
Q3 | $606K | Buy |
5,910
+253
| +4% | +$25.9K | 0.44% | 31 |
|
|
2022
Q2 | $602K | Sell |
5,657
-900
| -14% | -$95.8K | 0.43% | 36 |
|
|
2022
Q1 | $719K | Sell |
6,557
-247
| -4% | -$27.1K | 0.41% | 32 |
|
|
2021
Q4 | $791K | Sell |
6,804
-184
| -3% | -$21.4K | 0.5% | 27 |
|
|
2021
Q3 | $812K | Buy |
+6,988
| New | +$812K | 0.58% | 29 |
|