Waller Financial Planning 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 | $2.84M | Buy |
27,208
+595
| +2% | +$62.2K | 0.69% | 26 |
|
|
2025
Q1 | $2.81M | Buy |
26,613
+344
| +1% | +$36.3K | 0.79% | 25 |
|
|
2024
Q4 | $2.8M | Buy |
26,269
+972
| +4% | +$104K | 0.71% | 26 |
|
|
2024
Q3 | $2.75M | Buy |
25,297
+940
| +4% | +$102K | 0.68% | 28 |
|
|
2024
Q2 | $2.6M | Sell |
24,357
-3,133
| -11% | -$334K | 0.7% | 28 |
|
|
2024
Q1 | $2.96M | Sell |
27,490
-2,642
| -9% | -$284K | 0.79% | 28 |
|
|
2023
Q4 | $3.27M | Sell |
30,132
-1,739
| -5% | -$189K | 0.86% | 27 |
|
|
2023
Q3 | $3.27M | Buy |
31,871
+267
| +0.8% | +$27.4K | 0.95% | 27 |
|
|
2023
Q2 | $3.37M | Buy |
31,604
+1,058
| +3% | +$113K | 0.93% | 27 |
|
|
2023
Q1 | $3.29M | Buy |
30,546
+6,505
| +27% | +$701K | 0.93% | 26 |
|
|
2022
Q4 | $2.54M | Sell |
24,041
-2,954
| -11% | -$312K | 0.74% | 27 |
|
|
2022
Q3 | $2.77M | Sell |
26,995
-4,413
| -14% | -$453K | 0.85% | 25 |
|
|
2022
Q2 | $3.34M | Sell |
31,408
-15,522
| -33% | -$1.65M | 0.98% | 23 |
|
|
2022
Q1 | $5.15M | Sell |
46,930
-6,162
| -12% | -$676K | 1.36% | 20 |
|
|
2021
Q4 | $6.17M | Buy |
53,092
+2,973
| +6% | +$346K | 1.55% | 18 |
|
|
2021
Q3 | $5.82M | Buy |
50,119
+1,827
| +4% | +$212K | 1.55% | 18 |
|
|
2021
Q2 | $5.66M | Buy |
48,292
+3,825
| +9% | +$448K | 1.52% | 19 |
|
|
2021
Q1 | $5.16M | Buy |
44,467
+2,394
| +6% | +$278K | 1.48% | 20 |
|
|
2020
Q4 | $4.93M | Buy |
42,073
+9,432
| +29% | +$1.11M | 1.54% | 21 |
|
|
2020
Q3 | $3.78M | Buy |
32,641
+1,568
| +5% | +$182K | 1.39% | 23 |
|
|
2020
Q2 | $3.59M | Buy |
31,073
+12,299
| +66% | +$1.42M | 1.4% | 23 |
|
|
2020
Q1 | $2.12M | Buy |
+18,774
| New | +$2.12M | 1.11% | 22 |
|