Sowa Financial 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
Q1 | – | Sell |
-10,474
| Closed | -$1.12M | – | 30 |
|
|
2024
Q4 | $1.12M | Buy |
+10,474
| New | +$1.12M | 0.7% | 19 |
|
|
2023
Q4 | – | Sell |
-26,845
| Closed | -$2.75M | – | 34 |
|
|
2023
Q3 | $2.75M | Buy |
26,845
+84
| +0.3% | +$8.61K | 2.07% | 14 |
|
|
2023
Q2 | $2.86M | Sell |
26,761
-1,384
| -5% | -$148K | 1.96% | 15 |
|
|
2023
Q1 | $3.03M | Sell |
28,145
-1,041
| -4% | -$112K | 2.17% | 14 |
|
|
2022
Q4 | $3.08M | Buy |
29,186
+435
| +2% | +$45.9K | 2.3% | 14 |
|
|
2022
Q3 | $2.95M | Sell |
28,751
-1,005
| -3% | -$103K | 2.33% | 14 |
|
|
2022
Q2 | $3.17M | Sell |
29,756
-2,387
| -7% | -$254K | 2.41% | 15 |
|
|
2022
Q1 | $3.52M | Buy |
32,143
+286
| +0.9% | +$31.4K | 2.11% | 17 |
|
|
2021
Q4 | $3.7M | Sell |
31,857
-651
| -2% | -$75.7K | 2.17% | 16 |
|
|
2021
Q3 | $3.78M | Buy |
32,508
+102
| +0.3% | +$11.9K | 2.45% | 13 |
|
|
2021
Q2 | $3.8M | Buy |
32,406
+1,719
| +6% | +$201K | 2.82% | 13 |
|
|
2021
Q1 | $3.56M | Buy |
30,687
+1,587
| +5% | +$184K | 2.51% | 14 |
|
|
2020
Q4 | $3.41M | Buy |
29,100
+47
| +0.2% | +$5.51K | 2.3% | 13 |
|
|
2020
Q3 | $3.37M | Buy |
29,053
+1,300
| +5% | +$151K | 2.41% | 14 |
|
|
2020
Q2 | $3.2M | Buy |
27,753
+1,221
| +5% | +$141K | 2.42% | 14 |
|
|
2020
Q1 | $3M | Buy |
26,532
+836
| +3% | +$94.5K | 2.64% | 13 |
|
|
2019
Q4 | $2.93M | Buy |
+25,696
| New | +$2.93M | 2.38% | 14 |
|