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