SHJ
Sharkey, Howes & Javer’s iShares National Muni Bond ETF MUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.29M | Buy |
21,926
+2,108
| +11% | +$220K | 0.31% | 60 |
|
|
2025
Q1 | $2.09M | Sell |
19,818
-3,001
| -13% | -$316K | 0.3% | 62 |
|
|
2024
Q4 | $2.43M | Buy |
22,819
+4,891
| +27% | +$521K | 0.34% | 55 |
|
|
2024
Q3 | $1.95M | Buy |
17,928
+184
| +1% | +$20K | 0.28% | 59 |
|
|
2024
Q2 | $1.89M | Sell |
17,744
-11,472
| -39% | -$1.22M | 0.31% | 49 |
|
|
2024
Q1 | $3.14M | Sell |
29,216
-798
| -3% | -$85.9K | 0.51% | 33 |
|
|
2023
Q4 | $3.25M | Buy |
30,014
+10,214
| +52% | +$1.11M | 0.57% | 29 |
|
|
2023
Q3 | $2.03M | Buy |
19,800
+3,508
| +22% | +$360K | 0.39% | 43 |
|
|
2023
Q2 | $1.74M | Sell |
16,292
-9,479
| -37% | -$1.01M | 0.33% | 44 |
|
|
2023
Q1 | $2.78M | Sell |
25,771
-23,885
| -48% | -$2.57M | 0.6% | 29 |
|
|
2022
Q4 | $5.24M | Sell |
49,656
-100,454
| -67% | -$10.6M | 1.2% | 18 |
|
|
2022
Q3 | $15.4M | Buy |
+150,110
| New | +$15.4M | 3.36% | 7 |
|