Transform Wealth’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
Q1 | $1.02M | Buy |
+9,635
| New | +$1.02M | 0.06% | 138 |
|
|
2023
Q2 | – | Sell |
-58,911
| Closed | -$6.35M | – | 270 |
|
|
2023
Q1 | $6.35M | Buy |
+58,911
| New | +$6.35M | 0.6% | 59 |
|
|
2022
Q3 | – | Sell |
-2,039
| Closed | -$217K | – | 197 |
|
|
2022
Q2 | $217K | Sell |
2,039
-1,538
| -43% | -$164K | 0.03% | 186 |
|
|
2022
Q1 | $392K | Buy |
3,577
+1,443
| +68% | +$158K | 0.04% | 174 |
|
|
2021
Q4 | $248K | Buy |
+2,134
| New | +$248K | 0.03% | 202 |
|