Valley Wealth Managers’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 | $9.93K | Sell |
95
-24
| -20% | -$2.51K | ﹤0.01% | 250 |
|
|
2025
Q1 | $12.5K | Sell |
119
-38
| -24% | -$4.01K | ﹤0.01% | 266 |
|
|
2024
Q4 | $16.7K | Hold |
157
| – | – | ﹤0.01% | 270 |
|
|
2024
Q3 | $17.1K | Hold |
157
| – | – | ﹤0.01% | 274 |
|
|
2024
Q2 | $16.7K | Sell |
157
-325
| -67% | -$34.6K | ﹤0.01% | 273 |
|
|
2024
Q1 | $51.9K | Hold |
482
| – | – | ﹤0.01% | 213 |
|
|
2023
Q4 | $52.3K | Buy |
482
+95
| +25% | +$10.3K | ﹤0.01% | 214 |
|
|
2023
Q3 | $39.7K | Sell |
387
-293
| -43% | -$30K | ﹤0.01% | 229 |
|
|
2023
Q2 | $72.6K | Sell |
680
-43
| -6% | -$4.59K | 0.01% | 193 |
|
|
2023
Q1 | $77.9K | Sell |
723
-65
| -8% | -$7K | 0.01% | 197 |
|
|
2022
Q4 | $83.2K | Sell |
788
-2,149
| -73% | -$227K | 0.01% | 200 |
|
|
2022
Q3 | $302K | Sell |
2,937
-1,275
| -30% | -$131K | 0.03% | 136 |
|
|
2022
Q2 | $448K | Buy |
+4,212
| New | +$448K | 0.04% | 131 |
|