Stewardship Advisors’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 | $334K | Sell |
3,196
-1,111
| -26% | -$116K | 0.08% | 102 |
|
|
2025
Q1 | $454K | Buy |
4,307
+35
| +0.8% | +$3.69K | 0.12% | 80 |
|
|
2024
Q4 | $455K | Sell |
4,272
-1,311
| -23% | -$140K | 0.13% | 90 |
|
|
2024
Q3 | $606K | Buy |
+5,583
| New | +$606K | 0.17% | 70 |
|
|
2021
Q1 | – | Sell |
-1,986
| Closed | -$233K | – | 50 |
|
|
2020
Q4 | $233K | Sell |
1,986
-2,091
| -51% | -$245K | 0.09% | 44 |
|
|
2020
Q3 | $470K | Buy |
+4,077
| New | +$470K | 0.24% | 26 |
|