AO
Advisor OS’s iShares National Muni Bond ETF MUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $929K | Sell |
8,891
-126
| -1% | -$13.2K | 0.09% | 162 |
|
|
2025
Q1 | $951K | Sell |
9,017
-969
| -10% | -$102K | 0.11% | 132 |
|
|
2024
Q4 | $1.06M | Buy |
+9,986
| New | +$1.06M | 0.12% | 113 |
|
|
2023
Q4 | – | Sell |
-8,493
| Closed | -$871K | – | 345 |
|
|
2023
Q3 | $871K | Buy |
8,493
+275
| +3% | +$28.2K | 0.13% | 144 |
|
|
2023
Q2 | $877K | Sell |
8,218
-2,362
| -22% | -$252K | 0.14% | 145 |
|
|
2023
Q1 | $1.14M | Sell |
10,580
-330
| -3% | -$35.6K | 0.27% | 94 |
|
|
2022
Q4 | $1.15M | Sell |
10,910
-45
| -0.4% | -$4.75K | 0.31% | 80 |
|
|
2022
Q3 | $1.12M | Sell |
10,955
-25,826
| -70% | -$2.65M | 0.34% | 63 |
|
|
2022
Q2 | $3.91M | Buy |
+36,781
| New | +$3.91M | 1.14% | 17 |
|