White Lighthouse Investment 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 | $2.62M | Hold |
25,093
| – | – | 0.43% | 39 |
|
|
2025
Q1 | $2.65M | Sell |
25,093
-2,047
| -8% | -$216K | 0.47% | 37 |
|
|
2024
Q4 | $2.89M | Buy |
27,140
+1,160
| +4% | +$124K | 0.51% | 37 |
|
|
2024
Q3 | $2.82M | Buy |
25,980
+5,560
| +27% | +$604K | 0.51% | 37 |
|
|
2024
Q2 | $2.18M | Buy |
20,420
+2,829
| +16% | +$301K | 0.42% | 40 |
|
|
2024
Q1 | $1.89M | Buy |
17,591
+681
| +4% | +$73.3K | 0.38% | 43 |
|
|
2023
Q4 | $1.83M | Sell |
16,910
-1,070
| -6% | -$116K | 0.4% | 42 |
|
|
2023
Q3 | $1.84M | Hold |
17,980
| – | – | 0.45% | 39 |
|
|
2023
Q2 | $1.92M | Hold |
17,980
| – | – | 0.46% | 38 |
|
|
2023
Q1 | $1.94M | Sell |
17,980
-240
| -1% | -$25.9K | 0.49% | 37 |
|
|
2022
Q4 | $1.92M | Buy |
18,220
+925
| +5% | +$97.6K | 0.52% | 38 |
|
|
2022
Q3 | $1.77M | Sell |
17,295
-2,527
| -13% | -$259K | 0.52% | 37 |
|
|
2022
Q2 | $2.11M | Sell |
19,822
-3,432
| -15% | -$365K | 0.6% | 36 |
|
|
2022
Q1 | $2.55M | Buy |
23,254
+1,683
| +8% | +$185K | 0.65% | 36 |
|
|
2021
Q4 | $2.51M | Buy |
21,571
+218
| +1% | +$25.3K | 0.62% | 36 |
|
|
2021
Q3 | $2.48M | Buy |
21,353
+759
| +4% | +$88.2K | 0.67% | 36 |
|
|
2021
Q2 | $2.41M | Buy |
20,594
+210
| +1% | +$24.6K | 0.66% | 36 |
|
|
2021
Q1 | $2.37M | Sell |
20,384
-1,296
| -6% | -$150K | 0.72% | 32 |
|
|
2020
Q4 | $2.54M | Sell |
21,680
-1,750
| -7% | -$205K | 0.81% | 30 |
|
|
2020
Q3 | $2.72M | Sell |
23,430
-720
| -3% | -$83.5K | 0.94% | 25 |
|
|
2020
Q2 | $2.79M | Buy |
24,150
+210
| +0.9% | +$24.2K | 1.02% | 25 |
|
|
2020
Q1 | $2.71M | Sell |
23,940
-15
| -0.1% | -$1.7K | 1.13% | 24 |
|
|
2019
Q4 | $2.73M | Buy |
23,955
+1,980
| +9% | +$226K | 1% | 30 |
|
|
2019
Q3 | $2.51M | Buy |
21,975
+1,300
| +6% | +$148K | 1.01% | 29 |
|
|
2019
Q2 | $2.34M | Sell |
20,675
-1,120
| -5% | -$127K | 0.98% | 28 |
|
|
2019
Q1 | $2.42M | Sell |
21,795
-1,810
| -8% | -$201K | 1.11% | 24 |
|
|
2018
Q4 | $2.57M | Sell |
23,605
-350
| -1% | -$38.2K | 1.41% | 18 |
|
|
2018
Q3 | $2.59M | Buy |
23,955
+900
| +4% | +$97.2K | 1.32% | 20 |
|
|
2018
Q2 | $2.51M | Sell |
23,055
-1,175
| -5% | -$128K | 1.38% | 19 |
|
|
2018
Q1 | $2.64M | Buy |
24,230
+27
| +0.1% | +$2.94K | 1.51% | 17 |
|
|
2017
Q4 | $2.68M | Buy |
+24,203
| New | +$2.68M | 1.54% | 16 |
|