Smallwood Wealth Investment Management’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
Q1 | $2.81M | Buy |
26,638
+1
| +0% | +$105 | 1.77% | 12 |
|
|
2024
Q4 | $2.84M | Sell |
26,637
-1,312
| -5% | -$140K | 1.94% | 10 |
|
|
2024
Q3 | $3.04M | Sell |
27,949
-105
| -0.4% | -$11.4K | 2.17% | 11 |
|
|
2024
Q2 | $2.99M | Sell |
28,054
-7,389
| -21% | -$787K | 2.31% | 10 |
|
|
2024
Q1 | $3.81M | Sell |
35,443
-41
| -0.1% | -$4.41K | 2.96% | 7 |
|
|
2023
Q4 | $3.85M | Sell |
35,484
-326
| -0.9% | -$35.3K | 3.18% | 7 |
|
|
2023
Q3 | $3.67M | Sell |
35,810
-7
| -0% | -$718 | 3.34% | 7 |
|
|
2023
Q2 | $3.82M | Sell |
35,817
-110
| -0.3% | -$11.7K | 3.41% | 7 |
|
|
2023
Q1 | $3.87M | Sell |
35,927
-599
| -2% | -$64.5K | 3.67% | 7 |
|
|
2022
Q4 | $3.85M | Sell |
36,526
-203
| -0.6% | -$21.4K | 3.26% | 7 |
|
|
2022
Q3 | $3.77M | Buy |
+36,729
| New | +$3.77M | 3.39% | 6 |
|