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 |
|