Waterloo Capital’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
$12.6M Buy
120,927
+27,321
+29% +$2.85M 1.02% 24
2025
Q1
$9.87M Buy
93,606
+26,337
+39% +$2.78M 0.92% 27
2024
Q4
$7.17M Buy
67,269
+25,616
+61% +$2.73M 0.76% 39
2024
Q3
$4.52M Buy
41,653
+19,638
+89% +$2.13M 0.49% 49
2024
Q2
$2.35M Buy
22,015
+9,836
+81% +$1.05M 0.28% 88
2024
Q1
$1.31M Buy
+12,179
New +$1.31M 0.17% 125