Waterford 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 | $3.6M | Sell |
1,044
-36,189
| -97% | -$125M | 1.33% | 16 |
|
|
2025
Q1 | $3.93M | Buy |
+37,233
| New | +$3.93M | 1.63% | 15 |
|
|
2024
Q4 | – | Sell |
-40,639
| Closed | -$4.41M | – | 51 |
|
|
2024
Q3 | $4.41M | Sell |
40,639
-21,727
| -35% | -$2.36M | 2.25% | 11 |
|
|
2024
Q2 | $6.65M | Sell |
62,366
-1,237
| -2% | -$132K | 2.79% | 12 |
|
|
2024
Q1 | $6.84M | Buy |
63,603
+2,170
| +4% | +$233K | 2.9% | 12 |
|
|
2023
Q4 | $6.66M | Sell |
61,433
-20,125
| -25% | -$2.18M | 3.12% | 11 |
|
|
2023
Q3 | $8.36M | Buy |
81,558
+776
| +1% | +$79.6K | 4.68% | 9 |
|
|
2023
Q2 | $8.62M | Buy |
+80,782
| New | +$8.62M | 4.15% | 10 |
|