Warren Street Wealth Advisors’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 | $238K | Sell |
2,281
-525
| -19% | -$54.9K | 0.08% | 109 |
|
|
2025
Q1 | $296K | Buy |
2,806
+458
| +20% | +$48.3K | 0.11% | 77 |
|
|
2024
Q4 | $250K | Buy |
2,348
+348
| +17% | +$37.1K | 0.1% | 85 |
|
|
2024
Q3 | $217K | Sell |
2,000
-1,164
| -37% | -$126K | 0.09% | 95 |
|
|
2024
Q2 | $337K | Sell |
3,164
-49
| -2% | -$5.22K | 0.17% | 71 |
|
|
2024
Q1 | $346K | Sell |
3,213
-30
| -0.9% | -$3.23K | 0.17% | 67 |
|
|
2023
Q4 | $352K | Sell |
3,243
-273
| -8% | -$29.6K | 0.2% | 64 |
|
|
2023
Q3 | $361K | Buy |
3,516
+39
| +1% | +$4K | 0.24% | 57 |
|
|
2023
Q2 | $371K | Sell |
3,477
-135
| -4% | -$14.4K | 0.24% | 51 |
|
|
2023
Q1 | $389K | Sell |
3,612
-43
| -1% | -$4.63K | 0.28% | 47 |
|
|
2022
Q4 | $386K | Buy |
3,655
+1,238
| +51% | +$131K | 0.31% | 46 |
|
|
2022
Q3 | $248K | Sell |
2,417
-22
| -0.9% | -$2.26K | 0.25% | 46 |
|
|
2022
Q2 | $259K | Buy |
2,439
+519
| +27% | +$55.1K | 0.25% | 45 |
|
|
2022
Q1 | $211K | Buy |
+1,920
| New | +$211K | 0.18% | 53 |
|