Westshore Wealth’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 | $865K | Buy |
8,278
+3,356
| +68% | +$351K | 0.33% | 32 |
|
|
2025
Q1 | $519K | Sell |
4,922
-1,904
| -28% | -$201K | 0.22% | 36 |
|
|
2024
Q4 | $727K | Buy |
6,826
+745
| +12% | +$79.4K | 0.29% | 29 |
|
|
2024
Q3 | $661K | Sell |
6,081
-82
| -1% | -$8.91K | 0.27% | 29 |
|
|
2024
Q2 | $657K | Buy |
6,163
+142
| +2% | +$15.1K | 0.27% | 28 |
|
|
2024
Q1 | $648K | Sell |
6,021
-375
| -6% | -$40.4K | 0.27% | 30 |
|
|
2023
Q4 | $693K | Sell |
6,396
-2,233
| -26% | -$242K | 0.32% | 27 |
|
|
2023
Q3 | $885K | Buy |
8,629
+4,030
| +88% | +$413K | 0.49% | 22 |
|
|
2023
Q2 | $491K | Sell |
4,599
-4,330
| -48% | -$462K | 0.25% | 34 |
|
|
2023
Q1 | $962K | Sell |
8,929
-12,676
| -59% | -$1.37M | 0.51% | 22 |
|
|
2022
Q4 | $2.28M | Buy |
+21,605
| New | +$2.28M | 1.3% | 12 |
|
|
2022
Q3 | – | Sell |
-2,550
| Closed | -$271K | – | 99 |
|
|
2022
Q2 | $271K | Sell |
2,550
-719
| -22% | -$76.4K | 0.18% | 65 |
|
|
2022
Q1 | $358K | Buy |
+3,269
| New | +$358K | 0.24% | 54 |
|