Sutton Place Investors’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
$578K Buy
5,529
+1,585
+40% +$166K 0.35% 64
2025
Q1
$416K Sell
3,944
-2,105
-35% -$222K 0.28% 72
2024
Q4
$645K Buy
6,049
+370
+7% +$39.4K 0.37% 65
2024
Q3
$617K Buy
5,679
+116
+2% +$12.6K 0.38% 63
2024
Q2
$593K Buy
5,563
+1,437
+35% +$153K 0.39% 63
2024
Q1
$444K Buy
4,126
+1,275
+45% +$137K 0.22% 110
2023
Q4
$309K Sell
2,851
-289
-9% -$31.3K 0.22% 103
2023
Q3
$322K Buy
+3,140
New +$322K 0.42% 48
2022
Q4
Sell
-3,175
Closed -$326K 68
2022
Q3
$326K Sell
3,175
-2,374
-43% -$244K 0.49% 41
2022
Q2
$590K Buy
5,549
+1,994
+56% +$212K 0.86% 34
2022
Q1
$380K Sell
3,555
-3,338
-48% -$357K 0.45% 48
2021
Q4
$802K Buy
+6,893
New +$802K 0.92% 31