Wolff Wiese Magana’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 | $231K | Hold |
2,212
| – | – | 0.14% | 102 |
|
|
2025
Q1 | $233K | Sell |
2,212
-8
| -0.4% | -$844 | 0.16% | 91 |
|
|
2024
Q4 | $237K | Sell |
2,220
-95
| -4% | -$10.1K | 0.16% | 96 |
|
|
2024
Q3 | $251K | Sell |
2,315
-92
| -4% | -$9.99K | 0.17% | 86 |
|
|
2024
Q2 | $256K | Buy |
2,407
+1,203
| +100% | +$128K | 0.2% | 79 |
|
|
2024
Q1 | $130K | Hold |
1,204
| – | – | 0.11% | 99 |
|
|
2023
Q4 | $131K | Sell |
1,204
-200
| -14% | -$21.7K | 0.12% | 95 |
|
|
2023
Q3 | $144K | Sell |
1,404
-100
| -7% | -$10.3K | 0.12% | 111 |
|
|
2023
Q2 | $161K | Hold |
1,504
| – | – | 0.12% | 106 |
|
|
2023
Q1 | $162K | Hold |
1,504
| – | – | 0.13% | 105 |
|
|
2022
Q4 | $159K | Hold |
1,504
| – | – | 0.14% | 108 |
|
|
2022
Q3 | $154K | Buy |
1,504
+504
| +50% | +$51.6K | 0.12% | 130 |
|
|
2022
Q2 | $106K | Sell |
1,000
-500
| -33% | -$53K | 0.08% | 167 |
|
|
2022
Q1 | $164K | Sell |
1,500
-200
| -12% | -$21.9K | 0.11% | 138 |
|
|
2021
Q4 | $198K | Sell |
1,700
-180
| -10% | -$21K | 0.13% | 131 |
|
|
2021
Q3 | $218K | Hold |
1,880
| – | – | 0.15% | 120 |
|
|
2021
Q2 | $220K | Hold |
1,880
| – | – | 0.16% | 116 |
|
|
2021
Q1 | $218K | Hold |
1,880
| – | – | 0.17% | 107 |
|
|
2020
Q4 | $220K | Buy |
+1,880
| New | +$220K | 0.19% | 105 |
|