Union Savings Bank’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 | $384K | Sell |
3,695
-1,867
| -34% | -$194K | 0.18% | 93 |
|
|
2025
Q1 | $586K | Hold |
5,562
| – | – | 0.29% | 65 |
|
|
2024
Q4 | $593K | Buy |
5,562
+1,624
| +41% | +$173K | 0.29% | 64 |
|
|
2024
Q3 | $428K | Hold |
3,938
| – | – | 0.21% | 90 |
|
|
2024
Q2 | $420K | Sell |
3,938
-1,448
| -27% | -$154K | 0.22% | 90 |
|
|
2024
Q1 | $580K | Sell |
5,386
-293
| -5% | -$31.5K | 0.3% | 70 |
|
|
2023
Q4 | $616K | Sell |
5,679
-235
| -4% | -$25.5K | 0.35% | 67 |
|
|
2023
Q3 | $606K | Hold |
5,914
| – | – | 0.38% | 63 |
|
|
2023
Q2 | $630K | Buy |
+5,914
| New | +$630K | 0.38% | 63 |
|