WBH Advisory’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 | $399K | Sell |
3,820
-714
| -16% | -$74.6K | 0.03% | 254 |
|
|
2025
Q1 | $478K | Sell |
4,534
-2,526
| -36% | -$266K | 0.04% | 219 |
|
|
2024
Q4 | $752K | Sell |
7,060
-934
| -12% | -$99.5K | 0.07% | 178 |
|
|
2024
Q3 | $868K | Sell |
7,994
-4,863
| -38% | -$528K | 0.08% | 164 |
|
|
2024
Q2 | $1.37M | Sell |
12,857
-571
| -4% | -$60.8K | 0.14% | 121 |
|
|
2024
Q1 | $1.44M | Buy |
13,428
+903
| +7% | +$97.2K | 0.15% | 117 |
|
|
2023
Q4 | $1.36M | Sell |
12,525
-4,101
| -25% | -$445K | 0.15% | 120 |
|
|
2023
Q3 | $1.7M | Sell |
16,626
-1,102
| -6% | -$113K | 0.21% | 97 |
|
|
2023
Q2 | $1.89M | Sell |
17,728
-4,393
| -20% | -$469K | 0.22% | 92 |
|
|
2023
Q1 | $2.38M | Buy |
+22,121
| New | +$2.38M | 0.3% | 80 |
|
|
2022
Q3 | $881K | Buy |
8,586
+81
| +1% | +$8.31K | 0.13% | 147 |
|
|
2022
Q2 | $909K | Sell |
8,505
-691
| -8% | -$73.9K | 0.12% | 147 |
|
|
2022
Q1 | $982K | Sell |
9,196
-11,077
| -55% | -$1.18M | 0.12% | 148 |
|
|
2021
Q4 | $2.36M | Buy |
20,273
+9,551
| +89% | +$1.11M | 0.27% | 83 |
|
|
2021
Q3 | $1.25M | Buy |
10,722
+7,345
| +218% | +$854K | 0.17% | 123 |
|
|
2021
Q2 | $398K | Buy |
3,377
+600
| +22% | +$70.7K | 0.06% | 200 |
|
|
2021
Q1 | $322K | Buy |
2,777
+424
| +18% | +$49.2K | 0.05% | 223 |
|
|
2020
Q4 | $276K | Hold |
2,353
| – | – | 0.05% | 223 |
|
|
2020
Q3 | $273K | Buy |
2,353
+111
| +5% | +$12.9K | 0.06% | 209 |
|
|
2020
Q2 | $258K | Hold |
2,242
| – | – | 0.06% | 207 |
|
|
2020
Q1 | $253 | Sell |
2,242
-50
| -2% | -$6 | 0.06% | 195 |
|
|
2019
Q4 | $261K | Hold |
2,292
| – | – | 0.05% | 215 |
|
|
2019
Q3 | $261K | Hold |
2,292
| – | – | 0.06% | 214 |
|
|
2019
Q2 | $259K | Buy |
2,292
+50
| +2% | +$5.65K | 0.06% | 208 |
|
|
2019
Q1 | $249K | Hold |
2,242
| – | – | 0.06% | 209 |
|
|
2018
Q4 | $244 | Buy |
+2,242
| New | +$244 | 0.06% | 205 |
|