Tilson Financial Group’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 | $5.64M | Buy |
53,930
+21,651
| +67% | +$2.26M | 2.13% | 15 |
|
|
2025
Q1 | $3.4M | Buy |
32,279
+1,129
| +4% | +$119K | 1.35% | 22 |
|
|
2024
Q4 | $3.32M | Sell |
31,150
-806
| -3% | -$85.9K | 1.35% | 22 |
|
|
2024
Q3 | $3.47M | Buy |
+31,956
| New | +$3.47M | 1.5% | 20 |
|
|
2024
Q2 | – | Sell |
-29,083
| Closed | -$3.13M | – | 56 |
|
|
2024
Q1 | $3.13M | Buy |
29,083
+944
| +3% | +$102K | 1.68% | 20 |
|
|
2023
Q4 | $3.05M | Buy |
28,139
+4,287
| +18% | +$465K | 1.96% | 19 |
|
|
2023
Q3 | $2.45M | Buy |
+23,852
| New | +$2.45M | 1.92% | 19 |
|
|
2023
Q2 | – | Sell |
-23,460
| Closed | -$2.53M | – | 46 |
|
|
2023
Q1 | $2.53M | Sell |
23,460
-1,643
| -7% | -$177K | 2.06% | 17 |
|
|
2022
Q4 | $2.65M | Buy |
+25,103
| New | +$2.65M | 2.26% | 17 |
|