Stone House Investment Management’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 | $6.38M | Buy |
61,052
+15,902
| +35% | +$1.66M | 1.17% | 22 |
|
|
2025
Q1 | $4.76M | Sell |
45,150
-20,491
| -31% | -$2.16M | 0.96% | 22 |
|
|
2024
Q4 | $6.99M | Sell |
65,641
-5,051
| -7% | -$538K | 1.78% | 16 |
|
|
2024
Q3 | $7.68M | Sell |
70,692
-426
| -0.6% | -$46.3K | 1.59% | 16 |
|
|
2024
Q2 | $7.58M | Buy |
71,118
+3,299
| +5% | +$352K | 1.97% | 14 |
|
|
2024
Q1 | $7.3M | Buy |
67,819
+53,836
| +385% | +$5.79M | 1.72% | 16 |
|
|
2023
Q4 | $1.52M | Buy |
13,983
+5,301
| +61% | +$575K | 0.52% | 22 |
|
|
2023
Q3 | $890K | Sell |
8,682
-17,378
| -67% | -$1.78M | 0.31% | 26 |
|
|
2023
Q2 | $2.78M | Buy |
26,060
+7,712
| +42% | +$823K | 1.01% | 17 |
|
|
2023
Q1 | $1.98M | Buy |
18,348
+2,425
| +15% | +$261K | 0.67% | 18 |
|
|
2022
Q4 | $1.68M | Buy |
15,923
+5,861
| +58% | +$618K | 0.6% | 22 |
|
|
2022
Q3 | $1.03M | Buy |
10,062
+2,845
| +39% | +$292K | 0.48% | 22 |
|
|
2022
Q2 | $768K | Buy |
7,217
+4,974
| +222% | +$529K | 0.35% | 23 |
|
|
2022
Q1 | $246K | Buy |
+2,243
| New | +$246K | 0.08% | 41 |
|