TCM
TruNorth Capital Management’s iShares National Muni Bond ETF MUB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.3M | Buy |
31,603
+12,618
| +66% | +$1.32M | 0.73% | 20 |
|
2025
Q1 | $2M | Buy |
18,985
+2,239
| +13% | +$236K | 0.5% | 25 |
|
2024
Q4 | $1.78M | Buy |
16,746
+2,973
| +22% | +$317K | 0.49% | 25 |
|
2024
Q3 | $1.5M | Buy |
13,773
+1,604
| +13% | +$174K | 0.44% | 26 |
|
2024
Q2 | $1.3M | Buy |
12,169
+464
| +4% | +$49.4K | 0.42% | 27 |
|
2024
Q1 | $1.26M | Buy |
+11,705
| New | +$1.26M | 0.43% | 25 |
|