Toth Financial Advisory’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 | $24.7K | Sell |
236
-97
| -29% | -$10.1K | ﹤0.01% | 405 |
|
|
2025
Q1 | $35.1K | Hold |
333
| – | – | ﹤0.01% | 329 |
|
|
2024
Q4 | $35.5K | Sell |
333
-138
| -29% | -$14.7K | ﹤0.01% | 335 |
|
|
2024
Q3 | $51.2K | Hold |
471
| – | – | 0.01% | 290 |
|
|
2024
Q2 | $50.2K | Sell |
471
-300
| -39% | -$32K | 0.01% | 293 |
|
|
2024
Q1 | $83K | Hold |
771
| – | – | 0.01% | 251 |
|
|
2023
Q4 | $83.6K | Hold |
771
| – | – | 0.01% | 251 |
|
|
2023
Q3 | $79.1K | Sell |
771
-355
| -32% | -$36.4K | 0.01% | 231 |
|
|
2023
Q2 | $120K | Buy |
1,126
+355
| +46% | +$37.9K | 0.02% | 220 |
|
|
2023
Q1 | $83.1K | Hold |
771
| – | – | 0.01% | 231 |
|
|
2022
Q4 | $81.4K | Sell |
771
-34
| -4% | -$3.59K | 0.01% | 242 |
|
|
2022
Q3 | $83K | Sell |
805
-175
| -18% | -$18K | 0.02% | 227 |
|
|
2022
Q2 | $104K | Sell |
980
-70
| -7% | -$7.43K | 0.02% | 215 |
|
|
2022
Q1 | $115K | Hold |
1,050
| – | – | 0.02% | 223 |
|
|
2021
Q4 | $122K | Sell |
1,050
-200
| -16% | -$23.2K | 0.02% | 229 |
|
|
2021
Q3 | $145K | Hold |
1,250
| – | – | 0.02% | 214 |
|
|
2021
Q2 | $147K | Hold |
1,250
| – | – | 0.02% | 193 |
|
|
2021
Q1 | $145K | Hold |
1,250
| – | – | 0.02% | 210 |
|
|
2020
Q4 | $147K | Hold |
1,250
| – | – | 0.03% | 195 |
|
|
2020
Q3 | $145K | Buy |
1,250
+272
| +28% | +$31.6K | 0.03% | 193 |
|
|
2020
Q2 | $113K | Sell |
978
-120
| -11% | -$13.9K | 0.02% | 187 |
|
|
2020
Q1 | $124K | Sell |
1,098
-85
| -7% | -$9.6K | 0.04% | 136 |
|
|
2019
Q4 | $135K | Sell |
1,183
-45
| -4% | -$5.14K | 0.03% | 168 |
|
|
2019
Q3 | $140K | Hold |
1,228
| – | – | 0.03% | 180 |
|
|
2019
Q2 | $139K | Hold |
1,228
| – | – | 0.03% | 173 |
|
|
2019
Q1 | $137K | Hold |
1,228
| – | – | 0.03% | 161 |
|
|
2018
Q4 | $134K | Sell |
1,228
-40
| -3% | -$4.37K | 0.04% | 138 |
|
|
2018
Q3 | $137K | Sell |
1,268
-20
| -2% | -$2.16K | 0.03% | 162 |
|
|
2018
Q2 | $140K | Hold |
1,288
| – | – | 0.03% | 156 |
|
|
2018
Q1 | $140K | Sell |
1,288
-197
| -13% | -$21.4K | 0.03% | 159 |
|
|
2017
Q4 | $164K | Buy |
+1,485
| New | +$164K | 0.04% | 152 |
|