Thrive Wealth Management’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 | $10.8M | Buy |
103,671
+73,197
| +240% | +$7.65M | 1.75% | 8 |
|
|
2025
Q1 | $3.21M | Buy |
30,474
+419
| +1% | +$44.2K | 0.61% | 23 |
|
|
2024
Q4 | $3.2M | Buy |
30,055
+1,050
| +4% | +$112K | 0.58% | 24 |
|
|
2024
Q3 | $3.15M | Buy |
29,005
+26
| +0.1% | +$2.82K | 0.58% | 21 |
|
|
2024
Q2 | $3.09M | Buy |
28,979
+2,926
| +11% | +$312K | 0.6% | 21 |
|
|
2024
Q1 | $2.8M | Sell |
26,053
-49,111
| -65% | -$5.28M | 0.58% | 22 |
|
|
2023
Q4 | $8.15M | Buy |
+75,164
| New | +$8.15M | 1.81% | 8 |
|
|
2023
Q2 | – | Sell |
-9,978
| Closed | -$1.08M | – | 186 |
|
|
2023
Q1 | $1.08M | Buy |
9,978
+165
| +2% | +$17.8K | 0.28% | 40 |
|
|
2022
Q4 | $1.04M | Sell |
9,813
-53,065
| -84% | -$5.6M | 0.3% | 42 |
|
|
2022
Q3 | $6.45M | Buy |
62,878
+24,285
| +63% | +$2.49M | 2.26% | 6 |
|
|
2022
Q2 | $4.11M | Sell |
38,593
-81,270
| -68% | -$8.64M | 1.43% | 12 |
|
|
2022
Q1 | $13.1M | Buy |
119,863
+113,791
| +1,874% | +$12.5M | 3.89% | 5 |
|
|
2021
Q4 | $706K | Buy |
+6,072
| New | +$706K | 0.24% | 49 |
|