Watershed Private Wealth’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 | $5.92M | Buy |
56,620
+6,729
| +13% | +$703K | 2.15% | 14 |
|
|
2025
Q1 | $5.26M | Sell |
49,891
-12,333
| -20% | -$1.3M | 2.1% | 12 |
|
|
2024
Q4 | $6.63M | Buy |
62,224
+2,177
| +4% | +$232K | 2.59% | 10 |
|
|
2024
Q3 | $6.52M | Buy |
60,047
+12,019
| +25% | +$1.31M | 2.6% | 10 |
|
|
2024
Q2 | $5.12M | Buy |
48,028
+2,977
| +7% | +$317K | 2.18% | 11 |
|
|
2024
Q1 | $4.85M | Buy |
45,051
+14,911
| +49% | +$1.6M | 2.15% | 12 |
|
|
2023
Q4 | $3.27M | Sell |
30,140
-2,612
| -8% | -$283K | 1.81% | 16 |
|
|
2023
Q3 | $3.36M | Buy |
32,752
+1,831
| +6% | +$188K | 2.07% | 14 |
|
|
2023
Q2 | $3.3M | Sell |
30,921
-351
| -1% | -$37.5K | 2% | 17 |
|
|
2023
Q1 | $3.37M | Buy |
31,272
+1,467
| +5% | +$158K | 2.28% | 14 |
|
|
2022
Q4 | $3.15M | Buy |
+29,805
| New | +$3.15M | 2.39% | 12 |
|