Willis Johnson & Associates’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 | $1.15M | Buy |
11,001
+6,984
| +174% | +$730K | 0.08% | 64 |
|
|
2025
Q1 | $424K | Buy |
4,017
+171
| +4% | +$18K | 0.03% | 102 |
|
|
2024
Q4 | $410K | Buy |
3,846
+20
| +0.5% | +$2.13K | 0.03% | 100 |
|
|
2024
Q3 | $416K | Sell |
3,826
-487
| -11% | -$52.9K | 0.03% | 102 |
|
|
2024
Q2 | $460K | Buy |
4,313
+317
| +8% | +$33.8K | 0.04% | 95 |
|
|
2024
Q1 | $430K | Sell |
3,996
-119
| -3% | -$12.8K | 0.04% | 92 |
|
|
2023
Q4 | $446K | Sell |
4,115
-25,166
| -86% | -$2.73M | 0.04% | 83 |
|
|
2023
Q3 | $3M | Buy |
29,281
+1,076
| +4% | +$110K | 0.31% | 39 |
|
|
2023
Q2 | $3.01M | Buy |
28,205
+9,991
| +55% | +$1.07M | 0.32% | 39 |
|
|
2023
Q1 | $1.96M | Buy |
18,214
+1,414
| +8% | +$152K | 0.23% | 47 |
|
|
2022
Q4 | $1.77M | Sell |
16,800
-1,292
| -7% | -$136K | 0.23% | 48 |
|
|
2022
Q3 | $1.86M | Sell |
18,092
-3,908
| -18% | -$401K | 0.27% | 47 |
|
|
2022
Q2 | $2.34M | Sell |
22,000
-2,807
| -11% | -$299K | 0.33% | 40 |
|
|
2022
Q1 | $2.72M | Buy |
24,807
+2,308
| +10% | +$253K | 0.36% | 36 |
|
|
2021
Q4 | $2.62M | Buy |
22,499
+1,485
| +7% | +$173K | 0.34% | 36 |
|
|
2021
Q3 | $2.44M | Buy |
21,014
+372
| +2% | +$43.2K | 0.34% | 37 |
|
|
2021
Q2 | $2.42M | Buy |
20,642
+266
| +1% | +$31.2K | 0.34% | 33 |
|
|
2021
Q1 | $2.37M | Buy |
20,376
+1,285
| +7% | +$149K | 0.36% | 33 |
|
|
2020
Q4 | $2.24M | Buy |
+19,091
| New | +$2.24M | 0.37% | 32 |
|