Weitzel Financial Services’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 | $9.83M | Buy |
94,419
+3,087
| +3% | +$322K | 4.16% | 8 |
|
|
2025
Q1 | $9.63M | Hold |
91,332
| – | – | 4.59% | 8 |
|
|
2024
Q4 | $9.75M | Buy |
91,332
+2,356
| +3% | +$251K | 4.59% | 8 |
|
|
2024
Q3 | $9.67M | Buy |
88,976
+2,443
| +3% | +$266K | 4.54% | 8 |
|
|
2024
Q2 | $9.18M | Buy |
86,533
+3,021
| +4% | +$321K | 4.58% | 8 |
|
|
2024
Q1 | $8.94M | Buy |
83,512
+5,937
| +8% | +$636K | 4.52% | 8 |
|
|
2023
Q4 | $8.4M | Sell |
77,575
-194
| -0.2% | -$21K | 4.51% | 8 |
|
|
2023
Q3 | $7.92M | Buy |
77,769
+4,505
| +6% | +$459K | 4.63% | 8 |
|
|
2023
Q2 | $7.82M | Buy |
73,264
+1,923
| +3% | +$205K | 4.44% | 8 |
|
|
2023
Q1 | $7.68M | Buy |
71,341
+1,066
| +2% | +$115K | 4.62% | 8 |
|
|
2022
Q4 | $7.42M | Buy |
70,275
+1,661
| +2% | +$175K | 4.74% | 7 |
|
|
2022
Q3 | $7.04M | Sell |
68,614
-2,539
| -4% | -$260K | 4.94% | 6 |
|
|
2022
Q2 | $7.57M | Sell |
71,153
-2,099
| -3% | -$223K | 5.11% | 6 |
|
|
2022
Q1 | $8.03M | Buy |
73,252
+5,811
| +9% | +$637K | 5.13% | 6 |
|
|
2021
Q4 | $7.84M | Buy |
67,441
+7,319
| +12% | +$851K | 4.74% | 7 |
|
|
2021
Q3 | $6.98M | Sell |
60,122
-5,956,664
| -99% | -$691M | 4.53% | 8 |
|
|
2021
Q2 | $51.1M | Buy |
6,016,786
+5,971,962
| +13,323% | +$50.7M | 1.8% | 10 |
|
|
2021
Q1 | $5.22M | Buy |
44,824
+4,310
| +11% | +$502K | 3.65% | 8 |
|
|
2020
Q4 | $4.77M | Buy |
+40,514
| New | +$4.77M | 3.56% | 8 |
|