Sterling Financial Planning’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 | $1.81M | Buy |
17,278
+35
| +0.2% | +$3.66K | 0.6% | 40 |
|
|
2025
Q1 | $1.82M | Sell |
17,243
-5,996
| -26% | -$632K | 0.66% | 40 |
|
|
2024
Q4 | $2.48M | Buy |
23,239
+5,816
| +33% | +$620K | 0.91% | 34 |
|
|
2024
Q3 | $1.89M | Sell |
17,423
-195
| -1% | -$21.2K | 0.7% | 37 |
|
|
2024
Q2 | $1.88M | Sell |
17,618
-9,082
| -34% | -$968K | 0.76% | 36 |
|
|
2024
Q1 | $2.87M | Sell |
26,700
-1,098
| -4% | -$118K | 1.16% | 27 |
|
|
2023
Q4 | $3.01M | Buy |
27,798
+9,996
| +56% | +$1.08M | 1.3% | 24 |
|
|
2023
Q3 | $1.83M | Sell |
17,802
-27
| -0.2% | -$2.77K | 0.93% | 33 |
|
|
2023
Q2 | $1.9M | Sell |
17,829
-39
| -0.2% | -$4.16K | 0.94% | 32 |
|
|
2023
Q1 | $1.93M | Sell |
17,868
-10,917
| -38% | -$1.18M | 1.04% | 30 |
|
|
2022
Q4 | $3.04M | Buy |
+28,785
| New | +$3.04M | 1.81% | 16 |
|
|
2022
Q3 | – | Sell |
-3,054
| Closed | -$325K | – | 86 |
|
|
2022
Q2 | $325K | Sell |
3,054
-551
| -15% | -$58.6K | 0.23% | 65 |
|
|
2022
Q1 | $395K | Buy |
3,605
+200
| +6% | +$21.9K | 0.25% | 58 |
|
|
2021
Q4 | $396K | Buy |
3,405
+1,539
| +82% | +$179K | 0.25% | 62 |
|
|
2021
Q3 | $217K | Buy |
1,866
+989
| +113% | +$115K | 0.14% | 83 |
|
|
2021
Q2 | $103K | Buy |
+877
| New | +$103K | 0.07% | 116 |
|