Tempus Wealth Planning’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
$222K Hold
2,128
0.06% 246
2025
Q1
$224K Hold
2,128
0.07% 235
2024
Q4
$227K Hold
2,128
0.07% 224
2024
Q3
$231K Buy
2,128
+148
+7% +$16.1K 0.08% 200
2024
Q2
$211K Hold
1,980
0.09% 191
2024
Q1
$213K Hold
1,980
0.09% 184
2023
Q4
$215K Hold
1,980
0.09% 179
2023
Q3
$203K Hold
1,980
0.1% 160
2023
Q2
$211K Hold
1,980
0.1% 173
2023
Q1
$213K Hold
1,980
0.1% 162
2022
Q4
$209K Sell
1,980
-1
-0.1% -$106 0.13% 169
2022
Q3
$203K Buy
1,981
+1
+0.1% +$102 0.14% 173
2022
Q2
$211K Hold
1,980
0.17% 120
2022
Q1
$217K Hold
1,980
0.15% 129
2021
Q4
$230K Hold
1,980
0.12% 140
2021
Q3
$230K Hold
1,980
0.13% 140
2021
Q2
$232K Buy
+1,980
New +$232K 0.15% 137