Valley Financial Group’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 | $415K | Buy |
3,972
+58
| +1% | +$6.06K | 0.25% | 37 |
|
|
2025
Q1 | $413K | Buy |
3,914
+59
| +2% | +$6.22K | 0.27% | 37 |
|
|
2024
Q4 | $411K | Buy |
3,855
+251
| +7% | +$26.7K | 0.29% | 37 |
|
|
2024
Q3 | $392K | Sell |
3,604
-58
| -2% | -$6.3K | 0.27% | 38 |
|
|
2024
Q2 | $390K | Buy |
3,662
+18
| +0.5% | +$1.92K | 0.29% | 35 |
|
|
2024
Q1 | $392K | Buy |
3,644
+1,046
| +40% | +$113K | 0.3% | 35 |
|
|
2023
Q4 | $282K | Buy |
+2,598
| New | +$282K | 0.22% | 48 |
|