Vertex Planning Partners’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 | $1.13M | Buy |
10,821
+770
| +8% | +$80.4K | 0.24% | 64 |
|
|
2025
Q1 | $1.06M | Buy |
10,051
+38
| +0.4% | +$4.01K | 0.23% | 59 |
|
|
2024
Q4 | $1.07M | Buy |
10,013
+1,546
| +18% | +$165K | 0.24% | 60 |
|
|
2024
Q3 | $920K | Buy |
8,467
+712
| +9% | +$77.3K | 0.22% | 53 |
|
|
2024
Q2 | $826K | Buy |
7,755
+703
| +10% | +$74.9K | 0.21% | 56 |
|
|
2024
Q1 | $759K | Buy |
7,052
+1,463
| +26% | +$157K | 0.21% | 57 |
|
|
2023
Q4 | $606K | Buy |
5,589
+1,904
| +52% | +$206K | 0.18% | 65 |
|
|
2023
Q3 | $378K | Sell |
3,685
-21
| -0.6% | -$2.15K | 0.13% | 85 |
|
|
2023
Q2 | $396K | Buy |
3,706
+91
| +3% | +$9.71K | 0.13% | 80 |
|
|
2023
Q1 | $389K | Sell |
3,615
-3,101
| -46% | -$334K | 0.15% | 74 |
|
|
2022
Q4 | $709K | Buy |
+6,716
| New | +$709K | 0.28% | 51 |
|