Wealth Management Resources’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 | $5.02M | Sell |
48,008
-9,099
| -16% | -$951K | 1.71% | 15 |
|
|
2025
Q1 | $6.02M | Sell |
57,107
-2,189
| -4% | -$231K | 2.19% | 14 |
|
|
2024
Q4 | $6.32M | Sell |
59,296
-4,825
| -8% | -$514K | 2.33% | 14 |
|
|
2024
Q3 | $6.97M | Sell |
64,121
-4,097
| -6% | -$445K | 2.79% | 14 |
|
|
2024
Q2 | $7.27M | Buy |
68,218
+21,999
| +48% | +$2.34M | 3.12% | 14 |
|
|
2024
Q1 | $4.97M | Buy |
46,219
+6,924
| +18% | +$745K | 2.15% | 16 |
|
|
2023
Q4 | $4.26M | Buy |
39,295
+17,454
| +80% | +$1.89M | 2% | 17 |
|
|
2023
Q3 | $2.34M | Buy |
21,841
+18,071
| +479% | +$1.94M | 1.13% | 19 |
|
|
2023
Q2 | $402K | Buy |
+3,770
| New | +$402K | 0.23% | 32 |
|
|
2022
Q1 | – | Sell |
-2,035
| Closed | -$237K | – | 47 |
|
|
2021
Q4 | $237K | Buy |
+2,035
| New | +$237K | 0.15% | 43 |
|