Stokes Family Office’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 | $2.19M | Buy |
20,995
+753
| +4% | +$78.7K | 0.23% | 85 |
|
|
2025
Q1 | $2.13M | Buy |
20,242
+3,505
| +21% | +$370K | 0.24% | 82 |
|
|
2024
Q4 | $1.78M | Sell |
16,737
-2,307
| -12% | -$246K | 0.19% | 92 |
|
|
2024
Q3 | $2.07M | Sell |
19,044
-249
| -1% | -$27K | 0.23% | 79 |
|
|
2024
Q2 | $2.06M | Buy |
19,293
+550
| +3% | +$58.6K | 0.24% | 79 |
|
|
2024
Q1 | $2.02M | Buy |
18,743
+1,800
| +11% | +$194K | 0.25% | 83 |
|
|
2023
Q4 | $1.84M | Sell |
16,943
-28,681
| -63% | -$3.11M | 0.25% | 85 |
|
|
2023
Q3 | $4.68M | Buy |
45,624
+8,380
| +23% | +$859K | 0.55% | 39 |
|
|
2023
Q2 | $3.98M | Sell |
37,244
-2,474
| -6% | -$264K | 0.46% | 48 |
|
|
2023
Q1 | $4.28M | Buy |
39,718
+5,124
| +15% | +$552K | 0.53% | 41 |
|
|
2022
Q4 | $3.65M | Buy |
34,594
+17,770
| +106% | +$1.88M | 0.47% | 49 |
|
|
2022
Q3 | $1.73M | Sell |
16,824
-17,529
| -51% | -$1.8M | 0.25% | 81 |
|
|
2022
Q2 | $3.65M | Buy |
34,353
+4,486
| +15% | +$477K | 0.5% | 49 |
|
|
2022
Q1 | $3.27M | Buy |
29,867
+15,027
| +101% | +$1.65M | 0.43% | 56 |
|
|
2021
Q4 | $1.73M | Buy |
14,840
+8,351
| +129% | +$971K | 0.21% | 77 |
|
|
2021
Q3 | $754K | Buy |
6,489
+2,738
| +73% | +$318K | 0.1% | 114 |
|
|
2021
Q2 | $440K | Buy |
+3,751
| New | +$440K | 0.06% | 151 |
|