Sharp Financial Services’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 | – | Sell |
-2,325
| Closed | -$245K | – | 96 |
|
|
2025
Q1 | $245K | Sell |
2,325
-1,000
| -30% | -$105K | 0.19% | 77 |
|
|
2024
Q4 | $354K | Sell |
3,325
-300
| -8% | -$32K | 0.27% | 57 |
|
|
2024
Q3 | $394K | Sell |
3,625
-200
| -5% | -$21.7K | 0.3% | 54 |
|
|
2024
Q2 | $408K | Buy |
3,825
+125
| +3% | +$13.3K | 0.35% | 53 |
|
|
2024
Q1 | $398K | Sell |
3,700
-500
| -12% | -$53.8K | 0.37% | 57 |
|
|
2023
Q4 | $455K | Buy |
+4,200
| New | +$455K | 0.49% | 44 |
|