Acima Private Wealth’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 | $2.15M | Buy |
20,593
+241
| +1% | +$25.2K | 0.73% | 32 |
|
|
2025
Q1 | $2.15M | Buy |
20,352
+762
| +4% | +$80.3K | 0.77% | 29 |
|
|
2024
Q4 | $2.09M | Buy |
19,590
+1,175
| +6% | +$125K | 0.7% | 32 |
|
|
2024
Q3 | $2M | Buy |
18,415
+1,491
| +9% | +$162K | 0.67% | 37 |
|
|
2024
Q2 | $1.8M | Buy |
16,924
+1,464
| +9% | +$156K | 0.66% | 36 |
|
|
2024
Q1 | $1.66M | Buy |
15,460
+1,344
| +10% | +$145K | 0.61% | 38 |
|
|
2023
Q4 | $1.53M | Sell |
14,116
-6,997
| -33% | -$759K | 0.6% | 36 |
|
|
2023
Q3 | $2.16M | Buy |
21,113
+377
| +2% | +$38.7K | 0.96% | 28 |
|
|
2023
Q2 | $2.21M | Buy |
20,736
+739
| +4% | +$78.9K | 1.06% | 28 |
|
|
2023
Q1 | $2.15M | Sell |
19,997
-4,771
| -19% | -$514K | 1.06% | 28 |
|
|
2022
Q4 | $2.61M | Sell |
24,768
-9,406
| -28% | -$993K | 1.34% | 22 |
|
|
2022
Q3 | $3.51M | Buy |
34,174
+700
| +2% | +$71.8K | 1.8% | 16 |
|
|
2022
Q2 | $3.56M | Buy |
33,474
+11,900
| +55% | +$1.27M | 1.78% | 16 |
|
|
2022
Q1 | $2.37M | Buy |
21,574
+9,616
| +80% | +$1.05M | 1.09% | 30 |
|
|
2021
Q4 | $1.39M | Buy |
11,958
+372
| +3% | +$43.2K | 0.6% | 48 |
|
|
2021
Q3 | $1.35M | Buy |
11,586
+3,185
| +38% | +$370K | 0.62% | 48 |
|
|
2021
Q2 | $985K | Buy |
8,401
+1,491
| +22% | +$175K | 0.45% | 59 |
|
|
2021
Q1 | $802K | Buy |
6,910
+6,042
| +696% | +$701K | 0.39% | 65 |
|
|
2020
Q4 | $102K | Hold |
868
| – | – | 0.05% | 137 |
|
|
2020
Q3 | $101K | Buy |
+868
| New | +$101K | 0.06% | 135 |
|