SMART 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 | $1.79M | Buy |
17,117
+1,044
| +6% | +$109K | 0.56% | 62 |
|
|
2025
Q1 | $1.69M | Buy |
16,073
+1,480
| +10% | +$156K | 0.61% | 51 |
|
|
2024
Q4 | $1.55M | Buy |
14,593
+4,297
| +42% | +$458K | 0.55% | 59 |
|
|
2024
Q3 | $1.12M | Buy |
10,296
+6,415
| +165% | +$697K | 0.44% | 53 |
|
|
2024
Q2 | $414K | Buy |
3,881
+327
| +9% | +$34.8K | 0.17% | 88 |
|
|
2024
Q1 | $382K | Buy |
3,554
+350
| +11% | +$37.7K | 0.17% | 78 |
|
|
2023
Q4 | $347K | Buy |
3,204
+540
| +20% | +$58.5K | 0.19% | 57 |
|
|
2023
Q3 | $273K | Sell |
2,664
-643
| -19% | -$65.9K | 0.21% | 57 |
|
|
2023
Q2 | $353K | Sell |
3,307
-483
| -13% | -$51.6K | 0.27% | 58 |
|
|
2023
Q1 | $408K | Sell |
3,790
-3,140
| -45% | -$338K | 0.36% | 49 |
|
|
2022
Q4 | $731K | Buy |
+6,930
| New | +$731K | 0.55% | 42 |
|