Waterway Wealth Management’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 | – | Sell |
-42,600
| Closed | -$4.49M | – | 92 |
|
|
2025
Q1 | $4.49M | Buy |
+42,600
| New | +$4.49M | 1.87% | 9 |
|
|
2024
Q4 | – | Sell |
-90,200
| Closed | -$9.8M | – | 77 |
|
|
2024
Q3 | $9.8M | Buy |
90,200
+50,658
| +128% | +$5.5M | 4.21% | 7 |
|
|
2024
Q2 | $4.21M | Buy |
39,542
+37,365
| +1,716% | +$3.98M | 2.07% | 8 |
|
|
2024
Q1 | $234K | Sell |
2,177
-86,390
| -98% | -$9.29M | 0.1% | 62 |
|
|
2023
Q4 | $9.6M | Buy |
+88,567
| New | +$9.6M | 4.01% | 8 |
|