TCM
TD Capital Management’s iShares National Muni Bond ETF MUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.83M | Buy |
46,182
+727
| +2% | +$76K | 0.46% | 40 |
|
|
2025
Q1 | $4.79M | Buy |
45,455
+2,308
| +5% | +$243K | 0.49% | 40 |
|
|
2024
Q4 | $4.6M | Sell |
43,147
-3,734
| -8% | -$398K | 0.47% | 39 |
|
|
2024
Q3 | $5.09M | Sell |
46,881
-9,379
| -17% | -$1.02M | 0.51% | 36 |
|
|
2024
Q2 | $5.99M | Buy |
56,260
+1,350
| +2% | +$144K | 0.63% | 35 |
|
|
2024
Q1 | $5.91M | Buy |
54,910
+4,739
| +9% | +$510K | 0.63% | 34 |
|
|
2023
Q4 | $5.44M | Buy |
50,171
+769
| +2% | +$83.4K | 0.62% | 33 |
|
|
2023
Q3 | $5.07M | Buy |
49,402
+4,985
| +11% | +$511K | 0.62% | 33 |
|
|
2023
Q2 | $4.74M | Sell |
44,417
-14,391
| -24% | -$1.54M | 0.57% | 34 |
|
|
2023
Q1 | $6.34M | Sell |
58,808
-550
| -0.9% | -$59.3K | 0.78% | 30 |
|
|
2022
Q4 | $6.26M | Sell |
59,358
-11,808
| -17% | -$1.25M | 0.82% | 29 |
|
|
2022
Q3 | $7.3M | Sell |
71,166
-15,959
| -18% | -$1.64M | 1.01% | 23 |
|
|
2022
Q2 | $9.27M | Sell |
87,125
-24,173
| -22% | -$2.57M | 1.26% | 20 |
|
|
2022
Q1 | $12.2M | Sell |
111,298
-25,052
| -18% | -$2.75M | 1.46% | 18 |
|
|
2021
Q4 | $15.9M | Sell |
136,350
-8,340
| -6% | -$970K | 1.79% | 16 |
|
|
2021
Q3 | $16.8M | Sell |
144,690
-3,106
| -2% | -$361K | 2.06% | 16 |
|
|
2021
Q2 | $17.3M | Buy |
147,796
+789
| +0.5% | +$92.5K | 2.16% | 16 |
|
|
2021
Q1 | $17.1M | Buy |
147,007
+293
| +0.2% | +$34K | 2.26% | 15 |
|
|
2020
Q4 | $17.2M | Buy |
146,714
+2,030
| +1% | +$238K | 2.37% | 15 |
|
|
2020
Q3 | $16.8M | Sell |
144,684
-2,482
| -2% | -$288K | 2.53% | 14 |
|
|
2020
Q2 | $17M | Sell |
147,166
-3,205
| -2% | -$370K | 2.79% | 13 |
|
|
2020
Q1 | $17M | Buy |
150,371
+13,507
| +10% | +$1.53M | 3.12% | 11 |
|
|
2019
Q4 | $15.6M | Buy |
136,864
+103,930
| +316% | +$11.8M | 2.55% | 12 |
|
|
2019
Q3 | $3.76M | Buy |
+32,934
| New | +$3.76M | 0.67% | 23 |
|