Strategic Wealth Partners’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 | $322K | Buy |
+3,080
| New | +$322K | 0.03% | 264 |
|
|
2024
Q4 | $330K | Sell |
3,096
-38
| -1% | -$4.05K | 0.03% | 251 |
|
|
2024
Q3 | $340K | Sell |
3,134
-190
| -6% | -$20.6K | 0.03% | 240 |
|
|
2024
Q2 | $354K | Sell |
3,324
-200
| -6% | -$21.3K | 0.04% | 222 |
|
|
2024
Q1 | $379K | Buy |
3,524
+1,359
| +63% | +$146K | 0.04% | 213 |
|
|
2023
Q4 | $235K | Sell |
2,165
-312
| -13% | -$33.8K | 0.03% | 254 |
|
|
2023
Q3 | $254K | Sell |
2,477
-371
| -13% | -$38K | 0.03% | 253 |
|
|
2023
Q2 | $304K | Sell |
2,848
-669
| -19% | -$71.4K | 0.04% | 245 |
|
|
2023
Q1 | $379K | Buy |
3,517
+389
| +12% | +$41.9K | 0.06% | 195 |
|
|
2022
Q4 | $330K | Sell |
3,128
-3,250
| -51% | -$343K | 0.06% | 202 |
|
|
2022
Q3 | $654K | Buy |
+6,378
| New | +$654K | 0.14% | 154 |
|
|
2019
Q4 | – | Sell |
-200
| Closed | -$22 | – | 365 |
|
|
2019
Q3 | $22 | Buy |
+200
| New | +$22 | ﹤0.01% | 377 |
|
|
2018
Q1 | – | Sell |
-46
| Closed | -$6K | – | 810 |
|
|
2017
Q4 | $6K | Buy |
+46
| New | +$6K | ﹤0.01% | 585 |
|