Tradition 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 | $543K | Sell |
5,201
-95
| -2% | -$9.93K | 0.04% | 253 |
|
2025
Q1 | $558K | Hold |
5,296
| – | – | 0.05% | 233 |
|
2024
Q4 | $564K | Sell |
5,296
-300
| -5% | -$32K | 0.05% | 230 |
|
2024
Q3 | $608K | Sell |
5,596
-300
| -5% | -$32.6K | 0.05% | 216 |
|
2024
Q2 | $628K | Sell |
5,896
-357
| -6% | -$38K | 0.06% | 196 |
|
2024
Q1 | $673K | Buy |
6,253
+614
| +11% | +$66.1K | 0.07% | 177 |
|
2023
Q4 | $611K | Buy |
5,639
+5,560
| +7,038% | +$602K | 0.06% | 157 |
|
2023
Q3 | $8K | Sell |
79
-328
| -81% | -$33.2K | ﹤0.01% | 1067 |
|
2023
Q2 | $43K | Buy |
407
+381
| +1,465% | +$40.3K | 0.01% | 671 |
|
2023
Q1 | $3K | Buy |
+26
| New | +$3K | ﹤0.01% | 1256 |
|
2022
Q3 | – | Sell |
-261
| Closed | -$28K | – | 1203 |
|
2022
Q2 | $28K | Buy |
+261
| New | +$28K | ﹤0.01% | 586 |
|