Sound Income Strategies’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 | $139K | Buy |
1,329
+984
| +285% | +$103K | 0.01% | 333 |
|
|
2025
Q1 | $36.4K | Sell |
345
-162
| -32% | -$17.1K | ﹤0.01% | 576 |
|
|
2024
Q4 | $54K | Buy |
507
+281
| +124% | +$29.9K | ﹤0.01% | 442 |
|
|
2024
Q3 | $24.6K | Hold |
226
| – | – | ﹤0.01% | 598 |
|
|
2024
Q2 | $24.1K | Sell |
226
-15
| -6% | -$1.6K | ﹤0.01% | 587 |
|
|
2024
Q1 | $25.9K | Buy |
241
+15
| +7% | +$1.61K | ﹤0.01% | 550 |
|
|
2023
Q4 | $24.5K | Hold |
226
| – | – | ﹤0.01% | 551 |
|
|
2023
Q3 | $23.2K | Hold |
226
| – | – | ﹤0.01% | 414 |
|
|
2023
Q2 | $24.1K | Sell |
226
-57
| -20% | -$6.08K | ﹤0.01% | 398 |
|
|
2023
Q1 | $30.5K | Hold |
283
| – | – | ﹤0.01% | 356 |
|
|
2022
Q4 | $29.9K | Buy |
283
+117
| +70% | +$12.3K | ﹤0.01% | 332 |
|
|
2022
Q3 | $17K | Hold |
166
| – | – | ﹤0.01% | 382 |
|
|
2022
Q2 | $18K | Buy |
166
+57
| +52% | +$6.18K | ﹤0.01% | 369 |
|
|
2022
Q1 | $12K | Hold |
109
| – | – | ﹤0.01% | 436 |
|
|
2021
Q4 | $13K | Hold |
109
| – | – | ﹤0.01% | 435 |
|
|
2021
Q3 | $13K | Hold |
109
| – | – | ﹤0.01% | 417 |
|
|
2021
Q2 | $13K | Sell |
109
-7
| -6% | -$835 | ﹤0.01% | 428 |
|
|
2021
Q1 | $13.5K | Buy |
116
+7
| +6% | +$812 | ﹤0.01% | 424 |
|
|
2020
Q4 | $13K | Hold |
109
| – | – | ﹤0.01% | 405 |
|
|
2020
Q3 | $13K | Hold |
109
| – | – | ﹤0.01% | 363 |
|
|
2020
Q2 | $13K | Hold |
109
| – | – | ﹤0.01% | 342 |
|
|
2020
Q1 | $12K | Hold |
109
| – | – | ﹤0.01% | 315 |
|
|
2019
Q4 | $12K | Sell |
109
-475
| -81% | -$52.3K | ﹤0.01% | 308 |
|
|
2019
Q3 | $67K | Sell |
584
-85
| -13% | -$9.75K | 0.02% | 96 |
|
|
2019
Q2 | $76K | Buy |
669
+433
| +183% | +$49.2K | 0.03% | 97 |
|
|
2019
Q1 | $26K | Buy |
+236
| New | +$26K | 0.01% | 199 |
|