Topel & Distasi 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 | – | Sell |
-1,935
| Closed | -$204K | – | 66 |
|
|
2025
Q1 | $204K | Sell |
1,935
-306
| -14% | -$32.3K | 0.1% | 73 |
|
|
2024
Q4 | $239K | Hold |
2,241
| – | – | 0.1% | 71 |
|
|
2024
Q3 | $243K | Hold |
2,241
| – | – | 0.1% | 74 |
|
|
2024
Q2 | $239K | Hold |
2,241
| – | – | 0.1% | 72 |
|
|
2024
Q1 | $241K | Hold |
2,241
| – | – | 0.11% | 72 |
|
|
2023
Q4 | $243K | Hold |
2,241
| – | – | 0.12% | 68 |
|
|
2023
Q3 | $230K | Hold |
2,241
| – | – | 0.12% | 70 |
|
|
2023
Q2 | $239K | Hold |
2,241
| – | – | 0.12% | 70 |
|
|
2023
Q1 | $241K | Hold |
2,241
| – | – | 0.13% | 70 |
|
|
2022
Q4 | $236K | Hold |
2,241
| – | – | 0.13% | 67 |
|
|
2022
Q3 | $231K | Buy |
+2,241
| New | +$231K | 0.13% | 69 |
|