West Coast Financial’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 |
-3,887
| Closed | -$410K | – | 102 |
|
|
2025
Q1 | $410K | Hold |
3,887
| – | – | 0.05% | 112 |
|
|
2024
Q4 | $414K | Hold |
3,887
| – | – | 0.05% | 115 |
|
|
2024
Q3 | $422K | Sell |
3,887
-82
| -2% | -$8.91K | 0.05% | 115 |
|
|
2024
Q2 | $423K | Sell |
3,969
-491
| -11% | -$52.3K | 0.05% | 106 |
|
|
2024
Q1 | $480K | Sell |
4,460
-286
| -6% | -$30.8K | 0.06% | 99 |
|
|
2023
Q4 | $515K | Sell |
4,746
-435
| -8% | -$47.2K | 0.07% | 94 |
|
|
2023
Q3 | $531K | Hold |
5,181
| – | – | 0.08% | 90 |
|
|
2023
Q2 | $553K | Buy |
5,181
+461
| +10% | +$49.2K | 0.08% | 90 |
|
|
2023
Q1 | $509K | Sell |
4,720
-69
| -1% | -$7.43K | 0.08% | 89 |
|
|
2022
Q4 | $505K | Sell |
4,789
-1,844
| -28% | -$195K | 0.09% | 86 |
|
|
2022
Q3 | $680K | Hold |
6,633
| – | – | 0.13% | 73 |
|
|
2022
Q2 | $705K | Sell |
6,633
-256
| -4% | -$27.2K | 0.13% | 70 |
|
|
2022
Q1 | $755K | Sell |
6,889
-648
| -9% | -$71K | 0.12% | 74 |
|
|
2021
Q4 | $876K | Hold |
7,537
| – | – | 0.13% | 72 |
|
|
2021
Q3 | $876K | Sell |
7,537
-215
| -3% | -$25K | 0.14% | 73 |
|
|
2021
Q2 | $909K | Sell |
7,752
-39
| -0.5% | -$4.57K | 0.15% | 73 |
|
|
2021
Q1 | $904K | Buy |
7,791
+30
| +0.4% | +$3.48K | 0.16% | 72 |
|
|
2020
Q4 | $910K | Buy |
7,761
+734
| +10% | +$86.1K | 0.18% | 67 |
|
|
2020
Q3 | $815K | Sell |
7,027
-710
| -9% | -$82.3K | 0.18% | 68 |
|
|
2020
Q2 | $893K | Sell |
7,737
-21
| -0.3% | -$2.42K | 0.22% | 60 |
|
|
2020
Q1 | $877K | Sell |
7,758
-775
| -9% | -$87.6K | 0.23% | 56 |
|
|
2019
Q4 | $972K | Hold |
8,533
| – | – | 0.21% | 64 |
|
|
2019
Q3 | $974K | Sell |
8,533
-186
| -2% | -$21.2K | 0.22% | 63 |
|
|
2019
Q2 | $986K | Sell |
8,719
-1,262
| -13% | -$143K | 0.23% | 64 |
|
|
2019
Q1 | $1.11M | Hold |
9,981
| – | – | 0.26% | 64 |
|
|
2018
Q4 | $1.09M | Sell |
9,981
-156
| -2% | -$17K | 0.31% | 60 |
|
|
2018
Q3 | $1.09M | Sell |
10,137
-260
| -3% | -$28.1K | 0.25% | 70 |
|
|
2018
Q2 | $1.13M | Buy |
10,397
+1,491
| +17% | +$163K | 0.31% | 58 |
|
|
2018
Q1 | $970K | Sell |
8,906
-77
| -0.9% | -$8.39K | 0.28% | 61 |
|
|
2017
Q4 | $995K | Sell |
8,983
-180
| -2% | -$19.9K | 0.28% | 64 |
|
|
2017
Q3 | $1.02M | Buy |
9,163
+13
| +0.1% | +$1.44K | 0.28% | 67 |
|
|
2017
Q2 | $1.01M | Buy |
9,150
+622
| +7% | +$68.5K | 0.32% | 60 |
|
|
2017
Q1 | $929K | Sell |
8,528
-30
| -0.4% | -$3.27K | 0.3% | 66 |
|
|
2016
Q4 | $926K | Buy |
8,558
+170
| +2% | +$18.4K | 0.29% | 67 |
|
|
2016
Q3 | $946K | Sell |
8,388
-180
| -2% | -$20.3K | 0.3% | 73 |
|
|
2016
Q2 | $976K | Buy |
8,568
+105
| +1% | +$12K | 0.35% | 64 |
|
|
2016
Q1 | $945K | Sell |
8,463
-1,160
| -12% | -$130K | 0.39% | 55 |
|
|
2015
Q4 | $1.07M | Sell |
9,623
-275
| -3% | -$30.4K | 0.45% | 57 |
|
|
2015
Q3 | $1.08M | Hold |
9,898
| – | – | 0.48% | 54 |
|
|
2015
Q2 | $1.07M | Hold |
9,898
| – | – | 0.47% | 53 |
|
|
2015
Q1 | $1.1M | Buy |
9,898
+3,500
| +55% | +$387K | 0.51% | 51 |
|
|
2014
Q4 | $706K | Buy |
6,398
+356
| +6% | +$39.3K | 0.37% | 61 |
|
|
2014
Q3 | $663K | Sell |
6,042
-410
| -6% | -$45K | 0.37% | 62 |
|
|
2014
Q2 | $701K | Buy |
6,452
+560
| +10% | +$60.8K | 0.37% | 62 |
|
|
2014
Q1 | $631K | Buy |
5,892
+1,681
| +40% | +$180K | 0.32% | 70 |
|
|
2013
Q4 | $437K | Buy |
+4,211
| New | +$437K | 0.23% | 71 |
|