Summit Wealth Group’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 | $8.89M | Buy |
85,060
+55,552
| +188% | +$5.8M | 2.28% | 14 |
|
|
2025
Q1 | $3.11M | Buy |
29,508
+8,461
| +40% | +$892K | 0.91% | 26 |
|
|
2024
Q4 | $2.24M | Hold |
21,047
| – | – | 0.65% | 29 |
|
|
2024
Q3 | $2.29M | Sell |
21,047
-591
| -3% | -$64.2K | 0.66% | 32 |
|
|
2024
Q2 | $2.31M | Buy |
+21,638
| New | +$2.31M | 0.69% | 28 |
|
|
2023
Q3 | – | Sell |
-23,282
| Closed | -$2.49M | – | 59 |
|
|
2023
Q2 | $2.49M | Sell |
23,282
-2,421,770
| -99% | -$258M | 1.01% | 17 |
|
|
2023
Q1 | $23K | Buy |
+2,445,052
| New | +$23K | 0.55% | 29 |
|