Stage Harbor Financial’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
$16.1M Sell
153,801
-18,524
-11% -$1.94M 13.05% 3
2025
Q1
$18.2M Sell
172,325
-2,275
-1% -$240K 15.38% 1
2024
Q4
$18.6M Sell
174,600
-492
-0.3% -$52.4K 16.19% 1
2024
Q3
$18.9M Sell
175,092
-856
-0.5% -$92.3K 17.19% 1
2024
Q2
$18.7M Sell
175,948
-1,982
-1% -$211K 18.11% 1
2024
Q1
$19.1M Sell
177,930
-151
-0.1% -$16.2K 17.41% 1
2023
Q4
$19.3M Buy
+178,081
New +$19.3M 18.6% 1