Wheelhouse Advisory Group’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 | $318K | Sell |
3,041
-330
| -10% | -$34.5K | 0.16% | 35 |
|
|
2025
Q1 | $356K | Sell |
3,371
-747
| -18% | -$78.8K | 0.2% | 35 |
|
|
2024
Q4 | $439K | Buy |
4,118
+343
| +9% | +$36.6K | 0.26% | 33 |
|
|
2024
Q3 | $410K | Buy |
3,775
+5
| +0.1% | +$543 | 0.26% | 34 |
|
|
2024
Q2 | $401K | Sell |
3,770
-358
| -9% | -$38.1K | 0.28% | 31 |
|
|
2024
Q1 | $444K | Sell |
4,128
-501
| -11% | -$53.9K | 0.34% | 27 |
|
|
2023
Q4 | $502K | Buy |
+4,629
| New | +$502K | 0.44% | 24 |
|