Smart Money Group’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
$2.71M Buy
25,915
+23,336
+905% +$2.44M 0.85% 14
2025
Q1
$272K Buy
+2,579
New +$272K 0.09% 68
2022
Q4
Sell
-8,981
Closed -$921K 49
2022
Q3
$921K Sell
8,981
-1,217
-12% -$125K 0.63% 24
2022
Q2
$1.09M Sell
10,198
-7,799
-43% -$830K 0.75% 25
2022
Q1
$1.97M Sell
17,997
-789
-4% -$86.5K 1.32% 20
2021
Q4
$2.18M Buy
18,786
+3,212
+21% +$373K 1.39% 22
2021
Q3
$1.81M Buy
15,574
+5,744
+58% +$667K 1.32% 23
2021
Q2
$1.13M Sell
9,830
-2,316
-19% -$267K 1.3% 17
2021
Q1
$1.41M Sell
12,146
-472
-4% -$54.8K 1.18% 23
2020
Q4
$1.48M Buy
12,618
+509
+4% +$59.7K 1.24% 22
2020
Q3
$1.4M Buy
12,109
+2,279
+23% +$264K 0.6% 52
2020
Q2
$1.13M Buy
9,830
+197
+2% +$22.7K 0.67% 39
2020
Q1
$1.09M Buy
9,633
+2,496
+35% +$282K 0.76% 40
2019
Q4
$813K Buy
7,137
+446
+7% +$50.8K 0.48% 47
2019
Q3
$763K Buy
6,691
+18
+0.3% +$2.05K 0.61% 42
2019
Q2
$755K Buy
6,673
+1,536
+30% +$174K 0.62% 41
2019
Q1
$571K Buy
5,137
+609
+13% +$67.7K 0.5% 48
2018
Q4
$494K Buy
4,528
+41
+0.9% +$4.47K 0.51% 39
2018
Q3
$484K Buy
4,487
+512
+13% +$55.2K 0.44% 39
2018
Q2
$433K Buy
3,975
+157
+4% +$17.1K 0.39% 41
2018
Q1
$416K Buy
3,818
+163
+4% +$17.8K 0.42% 41
2017
Q4
$405K Buy
+3,655
New +$405K 0.63% 29