Strategic Family Wealth Counselors’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 | $577K | Buy |
5,526
+1
| +0% | +$104 | 0.16% | 85 |
|
|
2025
Q1 | $583K | Hold |
5,525
| – | – | 0.19% | 79 |
|
|
2024
Q4 | $589K | Buy |
5,525
+36
| +0.7% | +$3.84K | 0.19% | 74 |
|
|
2024
Q3 | $596K | Hold |
5,489
| – | – | 0.21% | 69 |
|
|
2024
Q2 | $585K | Sell |
5,489
-1,150
| -17% | -$123K | 0.22% | 65 |
|
|
2024
Q1 | $714K | Sell |
6,639
-1,150
| -15% | -$124K | 0.28% | 54 |
|
|
2023
Q4 | $844K | Buy |
7,789
+2,300
| +42% | +$249K | 0.35% | 51 |
|
|
2023
Q3 | $563K | Hold |
5,489
| – | – | 0.27% | 51 |
|
|
2023
Q2 | $586K | Sell |
5,489
-200
| -4% | -$21.3K | 0.27% | 51 |
|
|
2023
Q1 | $613K | Hold |
5,689
| – | – | 0.29% | 49 |
|
|
2022
Q4 | $600K | Buy |
+5,689
| New | +$600K | 0.3% | 52 |
|