Sax 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 | $2.21M | Buy |
21,116
+5,901
| +39% | +$617K | 0.13% | 97 |
|
|
2025
Q1 | $1.6M | Sell |
15,215
-3,235
| -18% | -$341K | 0.11% | 101 |
|
|
2024
Q4 | $1.97M | Buy |
18,450
+1,287
| +7% | +$137K | 0.15% | 79 |
|
|
2024
Q3 | $1.86M | Buy |
17,163
+974
| +6% | +$106K | 0.17% | 64 |
|
|
2024
Q2 | $1.72M | Buy |
16,189
+638
| +4% | +$68K | 0.16% | 64 |
|
|
2024
Q1 | $1.67M | Buy |
15,551
+4,742
| +44% | +$510K | 0.2% | 53 |
|
|
2023
Q4 | $1.17M | Buy |
10,809
+5,017
| +87% | +$544K | 0.19% | 63 |
|
|
2023
Q3 | $594K | Buy |
+5,792
| New | +$594K | 0.12% | 99 |
|