Simplicity Wealth’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 | $17.9M | Buy |
171,330
+71,528
| +72% | +$7.47M | 0.75% | 23 |
|
|
2025
Q1 | $10.5M | Buy |
99,802
+86,779
| +666% | +$9.15M | 0.82% | 19 |
|
|
2024
Q4 | $1.39M | Sell |
13,023
-62,405
| -83% | -$6.65M | 0.29% | 62 |
|
|
2024
Q3 | $8.19M | Sell |
75,428
-19,579
| -21% | -$2.13M | 0.76% | 24 |
|
|
2024
Q2 | $10.1M | Buy |
95,007
+10,257
| +12% | +$1.09M | 0.23% | 87 |
|
|
2024
Q1 | $9.12M | Buy |
84,750
+59,676
| +238% | +$6.42M | 0.22% | 91 |
|
|
2023
Q4 | $2.72M | Buy |
25,074
+6,533
| +35% | +$708K | 1.05% | 23 |
|
|
2023
Q3 | $1.9M | Buy |
18,541
+3,568
| +24% | +$366K | 1.11% | 21 |
|
|
2023
Q2 | $1.6M | Buy |
14,973
+449
| +3% | +$47.9K | 0.99% | 22 |
|
|
2023
Q1 | $1.56M | Buy |
+14,524
| New | +$1.56M | 1.04% | 21 |
|
|
2022
Q2 | – | Sell |
-4,277
| Closed | -$469K | – | 60 |
|
|
2022
Q1 | $469K | Buy |
4,277
+81
| +2% | +$8.88K | 0.46% | 50 |
|
|
2021
Q4 | $488K | Buy |
+4,196
| New | +$488K | 0.26% | 49 |
|