Wealth Group’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 |
-4,731
| Closed | -$499K | – | 130 |
|
|
2025
Q1 | $499K | Sell |
4,731
-515
| -10% | -$54.3K | 0.32% | 72 |
|
|
2024
Q4 | $559K | Buy |
5,246
+977
| +23% | +$104K | 0.36% | 63 |
|
|
2024
Q3 | $464K | Buy |
4,269
+934
| +28% | +$102K | 0.31% | 78 |
|
|
2024
Q2 | $355K | Buy |
3,335
+242
| +8% | +$25.8K | 0.25% | 97 |
|
|
2024
Q1 | $333K | Buy |
+3,093
| New | +$333K | 0.25% | 102 |
|