SoFi 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 | $68.8M | Buy |
658,127
+36,942
| +6% | +$3.86M | 4.2% | 8 |
|
|
2025
Q1 | $65.5M | Buy |
621,185
+71,675
| +13% | +$7.56M | 4.92% | 7 |
|
|
2024
Q4 | $58.6M | Buy |
549,510
+64,274
| +13% | +$6.85M | 4.01% | 6 |
|
|
2024
Q3 | $52.7M | Buy |
485,236
+42,310
| +10% | +$4.6M | 3.88% | 7 |
|
|
2024
Q2 | $47.2M | Buy |
442,926
+40,519
| +10% | +$4.32M | 3.96% | 6 |
|
|
2024
Q1 | $43.3M | Buy |
402,407
+25,703
| +7% | +$2.77M | 4.03% | 6 |
|
|
2023
Q4 | $40.8M | Buy |
376,704
+7,652
| +2% | +$830K | 4.38% | 6 |
|
|
2023
Q3 | $37.8M | Sell |
369,052
-242
| -0.1% | -$24.8K | 4.61% | 6 |
|
|
2023
Q2 | $39.4M | Buy |
369,294
+5,182
| +1% | +$553K | 4.87% | 6 |
|
|
2023
Q1 | $39.2M | Buy |
364,112
+9,085
| +3% | +$979K | 5.29% | 5 |
|
|
2022
Q4 | $37.5M | Buy |
355,027
+12,691
| +4% | +$1.34M | 5.64% | 4 |
|
|
2022
Q3 | $35.1M | Buy |
342,336
+13,883
| +4% | +$1.42M | 5.88% | 4 |
|
|
2022
Q2 | $34.9M | Buy |
328,453
+18,508
| +6% | +$1.97M | 5.85% | 4 |
|
|
2022
Q1 | $34M | Buy |
+309,945
| New | +$34M | 5.16% | 5 |
|