Stone Summit 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 | $921K | Sell |
8,816
-2,860
| -24% | -$299K | 0.29% | 75 |
|
|
2025
Q1 | $1.23M | Sell |
11,676
-140
| -1% | -$14.8K | 0.42% | 66 |
|
|
2024
Q4 | $1.26M | Sell |
11,816
-52
| -0.4% | -$5.54K | 0.42% | 64 |
|
|
2024
Q3 | $1.29M | Sell |
11,868
-57
| -0.5% | -$6.19K | 0.42% | 67 |
|
|
2024
Q2 | $1.27M | Sell |
11,925
-98
| -0.8% | -$10.4K | 0.46% | 63 |
|
|
2024
Q1 | $1.29M | Buy |
12,023
+137
| +1% | +$14.7K | 0.45% | 63 |
|
|
2023
Q4 | $1.29M | Sell |
11,886
-4,756
| -29% | -$516K | 0.49% | 64 |
|
|
2023
Q3 | $1.71M | Buy |
16,642
+6,198
| +59% | +$636K | 0.73% | 48 |
|
|
2023
Q2 | $1.11M | Buy |
10,444
+1,658
| +19% | +$177K | 0.46% | 64 |
|
|
2023
Q1 | $947K | Buy |
8,786
+1,921
| +28% | +$207K | 0.42% | 66 |
|
|
2022
Q4 | $724K | Sell |
6,865
-719
| -9% | -$75.9K | 0.36% | 76 |
|
|
2022
Q3 | $778K | Buy |
7,584
+2,731
| +56% | +$280K | 0.48% | 61 |
|
|
2022
Q2 | $516K | Sell |
4,853
-1,657
| -25% | -$176K | 0.31% | 80 |
|
|
2022
Q1 | $712K | Sell |
6,510
-377
| -5% | -$41.2K | 0.4% | 71 |
|
|
2021
Q4 | $799K | Buy |
+6,887
| New | +$799K | 0.65% | 58 |
|