Windward Private Wealth 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 | $2.79M | Buy |
26,746
+11,220
| +72% | +$1.17M | 1.01% | 16 |
|
|
2025
Q1 | $1.64M | Hold |
15,526
| – | – | 0.64% | 20 |
|
|
2024
Q4 | $1.65M | Hold |
15,526
| – | – | 0.64% | 21 |
|
|
2024
Q3 | $1.69M | Sell |
15,526
-119
| -0.8% | -$12.9K | 0.65% | 21 |
|
|
2024
Q2 | $1.67M | Hold |
15,645
| – | – | 0.67% | 21 |
|
|
2024
Q1 | $1.68M | Sell |
15,645
-2,111
| -12% | -$227K | 0.69% | 21 |
|
|
2023
Q4 | $1.92M | Buy |
17,756
+9,098
| +105% | +$986K | 0.81% | 21 |
|
|
2023
Q3 | $888K | Buy |
8,658
+595
| +7% | +$61K | 0.4% | 33 |
|
|
2023
Q2 | $861K | Hold |
8,063
| – | – | 0.38% | 32 |
|
|
2023
Q1 | $869K | Hold |
8,063
| – | – | 0.37% | 31 |
|
|
2022
Q4 | $851K | Buy |
8,063
+3,450
| +75% | +$364K | 0.38% | 31 |
|
|
2022
Q3 | $473K | Buy |
+4,613
| New | +$473K | 0.23% | 35 |
|