Whitegate Investment Counselors’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 | $1.05M | Sell |
10,060
-23,260
| -70% | -$2.43M | 0.36% | 38 |
|
|
2025
Q1 | $3.51M | Sell |
33,320
-710
| -2% | -$74.9K | 1.25% | 23 |
|
|
2024
Q4 | $3.63M | Sell |
34,030
-3,255
| -9% | -$347K | 1.24% | 23 |
|
|
2024
Q3 | $4.05M | Hold |
37,285
| – | – | 1.07% | 25 |
|
|
2024
Q2 | $3.97M | Sell |
37,285
-1,610
| -4% | -$172K | 1.13% | 24 |
|
|
2024
Q1 | $4.19M | Buy |
38,895
+185
| +0.5% | +$19.9K | 1.18% | 24 |
|
|
2023
Q4 | $4.2M | Buy |
38,710
+2,735
| +8% | +$297K | 1.28% | 23 |
|
|
2023
Q3 | $3.69M | Buy |
35,975
+7,005
| +24% | +$718K | 1.24% | 23 |
|
|
2023
Q2 | $3.09M | Buy |
28,970
+1,250
| +5% | +$133K | 1.01% | 26 |
|
|
2023
Q1 | $2.99M | Buy |
27,720
+50
| +0.2% | +$5.39K | 0.96% | 28 |
|
|
2022
Q4 | $2.92M | Sell |
27,670
-9,590
| -26% | -$1.01M | 1% | 26 |
|
|
2022
Q3 | $3.82M | Buy |
37,260
+11,350
| +44% | +$1.16M | 1.45% | 22 |
|
|
2022
Q2 | $2.76M | Buy |
+25,910
| New | +$2.76M | 1.01% | 28 |
|