SteelPeak 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 | $3.05M | Sell |
29,166
-1,582
| -5% | -$165K | 0.12% | 131 |
|
|
2025
Q1 | $3.24M | Buy |
30,748
+255
| +0.8% | +$26.9K | 0.13% | 119 |
|
|
2024
Q4 | $3.25M | Buy |
30,493
+828
| +3% | +$88.2K | 0.13% | 115 |
|
|
2024
Q3 | $3.22M | Sell |
29,665
-775
| -3% | -$84.2K | 0.14% | 116 |
|
|
2024
Q2 | $3.24M | Sell |
30,440
-2,612
| -8% | -$278K | 0.15% | 106 |
|
|
2024
Q1 | $3.56M | Buy |
33,052
+3,726
| +13% | +$401K | 0.18% | 99 |
|
|
2023
Q4 | $3.18M | Sell |
29,326
-6,360
| -18% | -$689K | 0.18% | 100 |
|
|
2023
Q3 | $3.66M | Sell |
35,686
-3,909
| -10% | -$401K | 0.23% | 86 |
|
|
2023
Q2 | $4.23M | Buy |
39,595
+2,387
| +6% | +$255K | 0.25% | 73 |
|
|
2023
Q1 | $4.01M | Buy |
37,208
+11,082
| +42% | +$1.19M | 0.27% | 77 |
|
|
2022
Q4 | $2.76M | Sell |
26,126
-1,737
| -6% | -$183K | 0.2% | 96 |
|
|
2022
Q3 | $2.86M | Sell |
27,863
-7,254
| -21% | -$744K | 0.21% | 85 |
|
|
2022
Q2 | $3.74M | Sell |
35,117
-441
| -1% | -$46.9K | 0.27% | 72 |
|
|
2022
Q1 | $3.9M | Sell |
35,558
-1,916
| -5% | -$210K | 0.22% | 76 |
|
|
2021
Q4 | $4.36M | Buy |
37,474
+8,553
| +30% | +$994K | 0.25% | 80 |
|
|
2021
Q3 | $3.36M | Buy |
28,921
+286
| +1% | +$33.2K | 0.22% | 80 |
|
|
2021
Q2 | $3.36M | Buy |
28,635
+171
| +0.6% | +$20K | 0.23% | 83 |
|
|
2021
Q1 | $3.3M | Sell |
28,464
-1,930
| -6% | -$224K | 0.26% | 77 |
|
|
2020
Q4 | $3.56M | Buy |
30,394
+1,403
| +5% | +$164K | 0.32% | 67 |
|
|
2020
Q3 | $3.36M | Buy |
28,991
+5,612
| +24% | +$651K | 0.36% | 63 |
|
|
2020
Q2 | $2.7M | Buy |
23,379
+8,351
| +56% | +$964K | 0.34% | 63 |
|
|
2020
Q1 | $1.7M | Sell |
15,028
-1,388
| -8% | -$157K | 0.27% | 77 |
|
|
2019
Q4 | $1.87M | Buy |
+16,416
| New | +$1.87M | 0.26% | 82 |
|