Wiser 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 | $565K | Buy |
+5,407
| New | +$565K | 0.14% | 31 |
|
|
2024
Q4 | – | Sell |
-5,189
| Closed | -$564K | – | 51 |
|
|
2024
Q3 | $564K | Sell |
5,189
-5
| -0.1% | -$543 | 0.16% | 28 |
|
|
2024
Q2 | $553K | Buy |
+5,194
| New | +$553K | 0.17% | 27 |
|
|
2024
Q1 | – | Sell |
-13,841
| Closed | -$1.5M | – | 34 |
|
|
2023
Q4 | $1.5M | Buy |
13,841
+7,044
| +104% | +$762K | 0.55% | 17 |
|
|
2023
Q3 | $697K | Sell |
6,797
-134
| -2% | -$13.7K | 0.28% | 26 |
|
|
2023
Q2 | $740K | Buy |
6,931
+415
| +6% | +$44.3K | 0.3% | 25 |
|
|
2023
Q1 | $702K | Sell |
6,516
-465
| -7% | -$50.1K | 0.3% | 25 |
|
|
2022
Q4 | $737K | Buy |
6,981
+625
| +10% | +$66K | 0.34% | 25 |
|
|
2022
Q3 | $652K | Buy |
6,356
+1,595
| +34% | +$164K | 0.34% | 23 |
|
|
2022
Q2 | $506K | Sell |
4,761
-5,426
| -53% | -$577K | 0.26% | 29 |
|
|
2022
Q1 | $1.12M | Buy |
10,187
+281
| +3% | +$30.8K | 0.52% | 22 |
|
|
2021
Q4 | $1.15M | Hold |
9,906
| – | – | 0.56% | 18 |
|
|
2021
Q3 | $1.15M | Sell |
9,906
-84
| -0.8% | -$9.76K | 0.61% | 17 |
|
|
2021
Q2 | $1.17M | Sell |
9,990
-419
| -4% | -$49.1K | 0.71% | 17 |
|
|
2021
Q1 | $1.21M | Sell |
10,409
-7,884
| -43% | -$915K | 0.83% | 17 |
|
|
2020
Q4 | $2.14M | Buy |
+18,293
| New | +$2.14M | 1.61% | 15 |
|