Symphony Financial’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 | $3.04M | Buy |
28,019
+539
| +2% | +$58.6K | 0.4% | 61 |
|
|
2025
Q1 | $2.83M | Sell |
27,480
-8,497
| -24% | -$876K | 1.68% | 15 |
|
|
2024
Q4 | $3.83M | Buy |
35,977
+10,150
| +39% | +$1.08M | 0.6% | 46 |
|
|
2024
Q3 | $2.8M | Buy |
25,827
+559
| +2% | +$60.7K | 0.46% | 51 |
|
|
2024
Q2 | $2.69M | Buy |
25,268
+426
| +2% | +$45.4K | 0.49% | 52 |
|
|
2024
Q1 | $2.67M | Sell |
24,842
-2,187
| -8% | -$235K | 0.62% | 42 |
|
|
2023
Q4 | $2.93M | Buy |
27,029
+10,226
| +61% | +$1.11M | 0.63% | 40 |
|
|
2023
Q3 | $1.71M | Buy |
16,803
+4,055
| +32% | +$412K | 0.42% | 45 |
|
|
2023
Q2 | $1.35M | Buy |
+12,748
| New | +$1.35M | 0.33% | 66 |
|
|
2021
Q4 | – | Sell |
-2,163
| Closed | -$251K | – | 184 |
|
|
2021
Q3 | $251K | Sell |
2,163
-159
| -7% | -$18.5K | 0.09% | 156 |
|
|
2021
Q2 | $272K | Sell |
2,322
-136
| -6% | -$15.9K | 0.09% | 146 |
|
|
2021
Q1 | $285K | Buy |
2,458
+206
| +9% | +$23.9K | 0.08% | 159 |
|
|
2020
Q4 | $264K | Buy |
2,252
+14
| +0.6% | +$1.64K | 0.09% | 137 |
|
|
2020
Q3 | $259K | Buy |
+2,238
| New | +$259K | 0.11% | 115 |
|