SevenBridge Financial Group’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 | $3.23M | Sell |
30,973
-2,309
| -7% | -$240K | 0.57% | 57 |
|
|
2025
Q1 | $3.47M | Sell |
33,282
-4,393
| -12% | -$458K | 0.68% | 46 |
|
|
2024
Q4 | $4.02M | Sell |
37,675
-675
| -2% | -$71.9K | 0.76% | 42 |
|
|
2024
Q3 | $4.12M | Sell |
38,350
-739
| -2% | -$79.3K | 0.79% | 38 |
|
|
2024
Q2 | $4.22M | Buy |
39,089
+755
| +2% | +$81.6K | 0.93% | 30 |
|
|
2024
Q1 | $4.09M | Sell |
38,334
-178
| -0.5% | -$19K | 0.93% | 31 |
|
|
2023
Q4 | $4.18M | Buy |
38,512
+1,287
| +3% | +$140K | 0.99% | 29 |
|
|
2023
Q3 | $3.82M | Buy |
37,225
+2,978
| +9% | +$305K | 0.99% | 30 |
|
|
2023
Q2 | $3.66M | Buy |
34,247
+1,622
| +5% | +$173K | 0.94% | 33 |
|
|
2023
Q1 | $3.52M | Sell |
32,625
-2,958
| -8% | -$319K | 0.97% | 32 |
|
|
2022
Q4 | $3.75M | Buy |
35,583
+32,811
| +1,184% | +$3.46M | 1.1% | 28 |
|
|
2022
Q3 | $284K | Sell |
2,772
-173
| -6% | -$17.7K | 0.1% | 142 |
|
|
2022
Q2 | $313K | Hold |
2,945
| – | – | 0.13% | 112 |
|
|
2022
Q1 | $323K | Hold |
2,945
| – | – | 0.11% | 122 |
|
|
2021
Q4 | $342K | Hold |
2,945
| – | – | 0.1% | 136 |
|
|
2021
Q3 | $342K | Buy |
+2,945
| New | +$342K | 0.11% | 125 |
|