Trinity Financial Advisors’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 |
-11,966
| Closed | -$1.27M | – | 95 |
|
|
2025
Q1 | $1.27M | Buy |
+11,966
| New | +$1.27M | 0.46% | 31 |
|
|
2023
Q3 | – | Sell |
-2,546
| Closed | -$272K | – | 79 |
|
|
2023
Q2 | $272K | Buy |
+2,546
| New | +$272K | 0.15% | 60 |
|
|
2022
Q4 | – | Sell |
-22,510
| Closed | -$2.31M | – | 65 |
|
|
2022
Q3 | $2.31M | Sell |
22,510
-153,131
| -87% | -$15.7M | 1.67% | 12 |
|
|
2022
Q2 | $18.7M | Buy |
+175,641
| New | +$18.7M | 13.76% | 3 |
|