Values Added Financial’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 | $823K | Buy |
7,880
+1,531
| +24% | +$160K | 0.4% | 48 |
|
|
2025
Q1 | $669K | Buy |
6,349
+1,190
| +23% | +$125K | 0.37% | 55 |
|
|
2024
Q4 | $550K | Hold |
5,159
| – | – | 0.32% | 58 |
|
|
2024
Q3 | $560K | Sell |
5,159
-76
| -1% | -$8.26K | 0.35% | 52 |
|
|
2024
Q2 | $558K | Sell |
5,235
-348
| -6% | -$37.1K | 0.4% | 45 |
|
|
2024
Q1 | $601K | Buy |
5,583
+1,278
| +30% | +$138K | 0.47% | 40 |
|
|
2023
Q4 | $467K | Buy |
4,305
+867
| +25% | +$94K | 0.38% | 50 |
|
|
2023
Q3 | $353K | Buy |
3,438
+27
| +0.8% | +$2.77K | 0.32% | 60 |
|
|
2023
Q2 | $364K | Buy |
+3,411
| New | +$364K | 0.34% | 57 |
|