Successful Portfolios’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 | $218K | Sell |
2,085
-25
| -1% | -$2.61K | 0.13% | 154 |
|
|
2025
Q1 | $222K | Hold |
2,110
| – | – | 0.15% | 141 |
|
|
2024
Q4 | $225K | Sell |
2,110
-225
| -10% | -$24K | 0.15% | 136 |
|
|
2024
Q3 | $254K | Hold |
2,335
| – | – | 0.17% | 124 |
|
|
2024
Q2 | $249K | Buy |
2,335
+140
| +6% | +$14.9K | 0.17% | 120 |
|
|
2024
Q1 | $236K | Hold |
2,195
| – | – | 0.16% | 137 |
|
|
2023
Q4 | $238K | Sell |
2,195
-1,000
| -31% | -$108K | 0.18% | 133 |
|
|
2023
Q3 | $328K | Sell |
3,195
-430
| -12% | -$44.1K | 0.29% | 80 |
|
|
2023
Q2 | $387K | Sell |
3,625
-2,510
| -41% | -$268K | 0.33% | 69 |
|
|
2023
Q1 | $661K | Buy |
6,135
+300
| +5% | +$32.3K | 0.42% | 56 |
|
|
2022
Q4 | $616K | Hold |
5,835
| – | – | 0.4% | 61 |
|
|
2022
Q3 | $599K | Sell |
5,835
-300
| -5% | -$30.8K | 0.43% | 56 |
|
|
2022
Q2 | $653K | Sell |
6,135
-15
| -0.2% | -$1.6K | 0.44% | 55 |
|
|
2022
Q1 | $674K | Buy |
6,150
+200
| +3% | +$21.9K | 0.38% | 62 |
|
|
2021
Q4 | $692K | Hold |
5,950
| – | – | 0.38% | 65 |
|
|
2021
Q3 | $691K | Hold |
5,950
| – | – | 0.41% | 59 |
|
|
2021
Q2 | $697K | Hold |
5,950
| – | – | 0.42% | 58 |
|
|
2021
Q1 | $690K | Hold |
5,950
| – | – | 0.45% | 56 |
|
|
2020
Q4 | $697K | Buy |
5,950
+5
| +0.1% | +$586 | 0.5% | 55 |
|
|
2020
Q3 | $689K | Hold |
5,945
| – | – | 0.55% | 49 |
|
|
2020
Q2 | $686K | Sell |
5,945
-1,300
| -18% | -$150K | 0.6% | 44 |
|
|
2020
Q1 | $819K | Buy |
7,245
+385
| +6% | +$43.5K | 0.83% | 31 |
|
|
2019
Q4 | $781K | Buy |
6,860
+615
| +10% | +$70K | 0.7% | 39 |
|
|
2019
Q3 | $713K | Buy |
6,245
+500
| +9% | +$57.1K | 0.67% | 39 |
|
|
2019
Q2 | $650K | Sell |
5,745
-65
| -1% | -$7.35K | 0.7% | 41 |
|
|
2019
Q1 | $646K | Sell |
5,810
-563
| -9% | -$62.6K | 0.71% | 41 |
|
|
2018
Q4 | $695K | Sell |
6,373
-460
| -7% | -$50.2K | 0.89% | 34 |
|
|
2018
Q3 | $738K | Buy |
6,833
+100
| +1% | +$10.8K | 0.8% | 37 |
|
|
2018
Q2 | $734K | Sell |
6,733
-350
| -5% | -$38.2K | 0.86% | 35 |
|
|
2018
Q1 | $772K | Buy |
7,083
+2,220
| +46% | +$242K | 0.94% | 34 |
|
|
2017
Q4 | $539K | Buy |
+4,863
| New | +$539K | 0.67% | 44 |
|