Shepherd 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 | $299K | Buy |
+2,861
| New | +$299K | 0.03% | 199 |
|
|
2024
Q3 | – | Sell |
-3,516
| Closed | -$375K | – | 225 |
|
|
2024
Q2 | $375K | Buy |
3,516
+108
| +3% | +$11.5K | 0.05% | 165 |
|
|
2024
Q1 | $367K | Hold |
3,408
| – | – | 0.05% | 167 |
|
|
2023
Q4 | $369K | Buy |
+3,408
| New | +$369K | 0.05% | 165 |
|
|
2023
Q1 | – | Sell |
-3,248
| Closed | -$343K | – | 181 |
|
|
2022
Q4 | $343K | Sell |
3,248
-69,272
| -96% | -$7.31M | 0.06% | 138 |
|
|
2022
Q3 | $7.44M | Buy |
+72,520
| New | +$7.44M | 1.45% | 16 |
|