Vantage Financial Partners (Wisconsin)’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 | $537K | Sell |
5,137
-252
| -5% | -$26.3K | 0.12% | 107 |
|
|
2025
Q1 | $568K | Buy |
5,389
+282
| +6% | +$29.7K | 0.14% | 95 |
|
|
2024
Q4 | $544K | Buy |
5,107
+1,219
| +31% | +$130K | 0.14% | 96 |
|
|
2024
Q3 | $422K | Buy |
+3,888
| New | +$422K | 0.1% | 115 |
|
|
2023
Q2 | – | Sell |
-2,399
| Closed | -$258K | – | 100 |
|
|
2023
Q1 | $258K | Buy |
+2,399
| New | +$258K | 0.1% | 69 |
|