WealthShield 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 | $7.27M | Sell |
69,603
-1,008
| -1% | -$105K | 0.88% | 26 |
|
|
2025
Q1 | $7.45M | Buy |
70,611
+2,564
| +4% | +$270K | 0.96% | 25 |
|
|
2024
Q4 | $7.25M | Sell |
68,047
-15,429
| -18% | -$1.64M | 1.03% | 25 |
|
|
2024
Q3 | $9.07M | Buy |
83,476
+3,388
| +4% | +$368K | 1.23% | 18 |
|
|
2024
Q2 | $8.53M | Buy |
80,088
+1,966
| +3% | +$209K | 1.3% | 17 |
|
|
2024
Q1 | $8.41M | Buy |
78,122
+7,734
| +11% | +$832K | 1.36% | 14 |
|
|
2023
Q4 | $7.63M | Sell |
70,388
-34,291
| -33% | -$3.72M | 1.26% | 14 |
|
|
2023
Q3 | $10.7M | Buy |
104,679
+21,485
| +26% | +$2.2M | 1.62% | 8 |
|
|
2023
Q2 | $8.88M | Buy |
83,194
+8,224
| +11% | +$878K | 1.34% | 16 |
|
|
2023
Q1 | $8.08M | Buy |
74,970
+13,988
| +23% | +$1.51M | 1.3% | 16 |
|
|
2022
Q4 | $6.43M | Sell |
60,982
-3,322
| -5% | -$351K | 1.23% | 18 |
|
|
2022
Q3 | $6.6M | Sell |
64,304
-386
| -0.6% | -$39.6K | 1.31% | 14 |
|
|
2022
Q2 | $6.88M | Sell |
64,690
-574
| -0.9% | -$61K | 1.36% | 16 |
|
|
2022
Q1 | $7.16M | Buy |
65,264
+15,533
| +31% | +$1.7M | 1.15% | 18 |
|
|
2021
Q4 | $5.78M | Buy |
49,731
+2,761
| +6% | +$321K | 0.96% | 28 |
|
|
2021
Q3 | $5.46M | Sell |
46,970
-52,227
| -53% | -$6.07M | 1.46% | 18 |
|
|
2021
Q2 | $11.6M | Buy |
99,197
+59,946
| +153% | +$7.03M | 1.82% | 13 |
|
|
2021
Q1 | $4.56M | Sell |
39,251
-17,040
| -30% | -$1.98M | 0.82% | 36 |
|
|
2020
Q4 | $6.6M | Buy |
56,291
+16,344
| +41% | +$1.92M | 1.22% | 21 |
|
|
2020
Q3 | $4.63M | Buy |
39,947
+5,940
| +17% | +$689K | 1.62% | 14 |
|
|
2020
Q2 | $3.92M | Buy |
34,007
+9,945
| +41% | +$1.15M | 1.81% | 14 |
|
|
2020
Q1 | $2.72M | Buy |
24,062
+2,568
| +12% | +$290K | 1.66% | 15 |
|
|
2019
Q4 | $2.45M | Buy |
21,494
+1,412
| +7% | +$161K | 1.19% | 18 |
|
|
2019
Q3 | $2.29M | Buy |
20,082
+1,503
| +8% | +$171K | 1.21% | 16 |
|
|
2019
Q2 | $2.1M | Sell |
18,579
-287
| -2% | -$32.5K | 1.22% | 18 |
|
|
2019
Q1 | $2.1M | Buy |
18,866
+2,635
| +16% | +$293K | 1.17% | 19 |
|
|
2018
Q4 | $1.77M | Sell |
16,231
-3,933
| -20% | -$429K | 1.21% | 21 |
|
|
2018
Q3 | $2.18M | Sell |
20,164
-343
| -2% | -$37K | 1.24% | 20 |
|
|
2018
Q2 | $2.24M | Buy |
20,507
+956
| +5% | +$104K | 1.36% | 16 |
|
|
2018
Q1 | $2.13M | Sell |
19,551
-1,614
| -8% | -$176K | 1.35% | 18 |
|
|
2017
Q4 | $2.34M | Buy |
+21,165
| New | +$2.34M | 1.43% | 20 |
|