Western Wealth 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 | $1.21M | Sell |
11,605
-1,103
| -9% | -$115K | 0.07% | 236 |
|
|
2025
Q1 | $1.34M | Sell |
12,708
-1,008
| -7% | -$106K | 0.09% | 205 |
|
|
2024
Q4 | $1.46M | Buy |
13,716
+1,767
| +15% | +$188K | 0.1% | 186 |
|
|
2024
Q3 | $1.3M | Buy |
11,949
+1,881
| +19% | +$204K | 0.07% | 263 |
|
|
2024
Q2 | $1.07M | Buy |
10,068
+622
| +7% | +$66.3K | 0.08% | 217 |
|
|
2024
Q1 | $1.02M | Sell |
9,446
-4,680
| -33% | -$504K | 0.08% | 230 |
|
|
2023
Q4 | $1.53M | Buy |
14,126
+6,304
| +81% | +$683K | 0.11% | 195 |
|
|
2023
Q3 | $802K | Buy |
7,822
+2,184
| +39% | +$224K | 0.07% | 293 |
|
|
2023
Q2 | $602K | Sell |
5,638
-89
| -2% | -$9.5K | 0.05% | 337 |
|
|
2023
Q1 | $617K | Sell |
5,727
-5,283
| -48% | -$569K | 0.06% | 324 |
|
|
2022
Q4 | $1.16M | Sell |
11,010
-6,443
| -37% | -$680K | 0.12% | 191 |
|
|
2022
Q3 | $1.79M | Buy |
17,453
+3,310
| +23% | +$339K | 0.1% | 197 |
|
|
2022
Q2 | $1.51M | Buy |
14,143
+2,362
| +20% | +$252K | 0.09% | 232 |
|
|
2022
Q1 | $1.29M | Buy |
11,781
+6,666
| +130% | +$731K | 0.06% | 287 |
|
|
2021
Q4 | $594K | Buy |
+5,115
| New | +$594K | 0.06% | 292 |
|
|
2021
Q2 | $415K | Buy |
3,535
+172
| +5% | +$20.2K | 0.04% | 404 |
|
|
2021
Q1 | $390K | Sell |
3,363
-5
| -0.1% | -$580 | 0.05% | 339 |
|
|
2020
Q4 | $395K | Sell |
3,368
-1,397
| -29% | -$164K | 0.06% | 299 |
|
|
2020
Q3 | $552K | Buy |
4,765
+297
| +7% | +$34.4K | 0.09% | 218 |
|
|
2020
Q2 | $516K | Sell |
4,468
-789
| -15% | -$91.1K | 0.09% | 219 |
|
|
2020
Q1 | $593K | Buy |
5,257
+1,548
| +42% | +$175K | 0.14% | 163 |
|
|
2019
Q4 | $422K | Buy |
3,709
+1,077
| +41% | +$123K | 0.06% | 257 |
|
|
2019
Q3 | $301K | Buy |
2,632
+302
| +13% | +$34.5K | 0.06% | 291 |
|
|
2019
Q2 | $264K | Buy |
2,330
+1
| +0% | +$113 | 0.03% | 333 |
|
|
2019
Q1 | $258K | Buy |
2,329
+299
| +15% | +$33.1K | 0.06% | 315 |
|
|
2018
Q4 | $222K | Buy |
+2,030
| New | +$222K | 0.06% | 308 |
|