Shotwell Rutter Baer’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 | $764K | Sell |
7,326
-34
| -0.5% | -$3.55K | 0.52% | 20 |
|
|
2025
Q1 | $778K | Sell |
7,360
-211
| -3% | -$22.3K | 0.69% | 19 |
|
|
2024
Q4 | $800K | Hold |
7,571
| – | – | 0.67% | 19 |
|
|
2024
Q3 | $818K | Sell |
7,571
-14
| -0.2% | -$1.51K | 0.67% | 20 |
|
|
2024
Q2 | $811K | Buy |
7,585
+1,164
| +18% | +$125K | 0.72% | 19 |
|
|
2024
Q1 | $686K | Sell |
6,421
-310
| -5% | -$33.1K | 1.39% | 9 |
|
|
2023
Q4 | $731K | Buy |
+6,731
| New | +$731K | 0.7% | 21 |
|