Wrenne Financial Planning’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 | $5.29M | Sell |
50,588
-17,226
| -25% | -$1.8M | 2.47% | 11 |
|
|
2025
Q1 | $7.15M | Buy |
67,814
+2,136
| +3% | +$225K | 3.8% | 8 |
|
|
2024
Q4 | $7M | Buy |
65,678
+11,691
| +22% | +$1.25M | 3.98% | 8 |
|
|
2024
Q3 | $5.86M | Buy |
53,987
+3,601
| +7% | +$391K | 3.49% | 9 |
|
|
2024
Q2 | $5.37M | Buy |
50,386
+3,998
| +9% | +$426K | 3.7% | 9 |
|
|
2024
Q1 | $4.99M | Buy |
46,388
+3,035
| +7% | +$327K | 3.69% | 10 |
|
|
2023
Q4 | $4.7M | Buy |
+43,353
| New | +$4.7M | 4% | 9 |
|