Waypoint Wealth Partners’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 | $471K | Hold |
4,506
| – | – | 0.11% | 50 |
|
|
2025
Q1 | $475K | Buy |
+4,506
| New | +$475K | 0.13% | 40 |
|
|
2023
Q4 | – | Sell |
-4,200
| Closed | -$431K | – | 84 |
|
|
2023
Q3 | $431K | Hold |
4,200
| – | – | 0.15% | 45 |
|
|
2023
Q2 | $448K | Hold |
4,200
| – | – | 0.15% | 41 |
|
|
2023
Q1 | $453K | Hold |
4,200
| – | – | 0.16% | 35 |
|
|
2022
Q4 | $443K | Hold |
4,200
| – | – | 0.17% | 33 |
|
|
2022
Q3 | $431K | Sell |
4,200
-7,850
| -65% | -$806K | 0.18% | 35 |
|
|
2022
Q2 | $1.28M | Buy |
+12,050
| New | +$1.28M | 0.49% | 22 |
|