WealthPlan Investment 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 | $375K | Buy |
+3,592
| New | +$375K | 0.03% | 267 |
|
|
2023
Q3 | – | Sell |
-306
| Closed | -$32.7K | – | 272 |
|
|
2023
Q2 | $32.7K | Sell |
306
-22
| -7% | -$2.35K | 0.01% | 221 |
|
|
2023
Q1 | $35.3K | Sell |
328
-2,395
| -88% | -$258K | 0.01% | 270 |
|
|
2022
Q4 | $292K | Sell |
2,723
-25
| -0.9% | -$2.68K | 0.02% | 318 |
|
|
2022
Q3 | $293K | Buy |
+2,748
| New | +$293K | 0.02% | 304 |
|
|
2022
Q1 | $430K | Buy |
+4,033
| New | +$430K | 0.03% | 270 |
|