Advisornet Financial’s iShares National Muni Bond ETF MUB Stock Holding History

Advisornet Financial’s Portfolio MUB Stock Details MUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.14M	Sell	20,490 -569	-3%	-$59.4K	0.14%	150
2025 Q1	$2.22M	Sell	21,059 -15,669	-43%	-$1.65M	0.16%	142
2024 Q4	$3.91M	Sell	36,728 -523	-1%	-$55.7K	0.33%	69
2024 Q3	$4.05M	Buy	37,251 +15,878	+74%	+$1.72M	0.3%	77
2024 Q2	$2.28M	Buy	21,373 +876	+4%	+$93.3K	0.21%	114
2024 Q1	$2.21M	Buy	20,497 +3,562	+21%	+$383K	0.21%	114
2023 Q4	$1.84M	Sell	16,935 -13,754	-45%	-$1.49M	0.17%	139
2023 Q3	$3.15M	Buy	30,689 +1,876	+7%	+$192K	0.29%	86
2023 Q2	$3.08M	Sell	28,813 -1,030	-3%	-$110K	0.26%	96
2023 Q1	$3.22M	Buy	29,843 +3,747	+14%	+$404K	0.29%	86
2022 Q4	$2.75M	Buy	26,096 +619	+2%	+$65.3K	0.27%	87
2022 Q3	$2.61M	Buy	25,477 +5,135	+25%	+$527K	0.26%	98
2022 Q2	$2.16M	Buy	20,342 +2,102	+12%	+$224K	0.21%	114
2022 Q1	$2M	Sell	18,240 -113	-0.6%	-$12.4K	0.12%	161
2021 Q4	$2.13M	Buy	18,353 +7,203	+65%	+$838K	0.13%	148
2021 Q3	$1.3M	Buy	11,150 +1,352	+14%	+$157K	0.09%	195
2021 Q2	$1.15M	Buy	9,798 +1,940	+25%	+$227K	0.08%	228
2021 Q1	$912K	Buy	7,858 +1,498	+24%	+$174K	0.06%	254
2020 Q4	$745K	Sell	6,360 -3,355	-35%	-$393K	0.06%	268
2020 Q3	$1.13M	Sell	9,715 -501	-5%	-$58.1K	0.1%	197
2020 Q2	$1.18M	Buy	10,216 +245	+2%	+$28.3K	0.1%	190
2020 Q1	$1.13M	Buy	9,971 +902	+10%	+$102K	0.1%	171
2019 Q4	$1.03M	Buy	9,069 +851	+10%	+$96.9K	0.09%	216
2019 Q3	$938K	Buy	8,218 +1,201	+17%	+$137K	0.09%	220
2019 Q2	$794K	Buy	7,017 +1,306	+23%	+$148K	0.09%	220
2019 Q1	$635K	Buy	5,711 +155	+3%	+$17.2K	0.08%	248
2018 Q4	$606K	Buy	5,556 +680	+14%	+$74.2K	0.08%	219
2018 Q3	$526K	Buy	4,876 +1,868	+62%	+$202K	0.07%	255
2018 Q2	$328K	Sell	3,008 -1,304	-30%	-$142K	0.04%	305
2018 Q1	$470K	Sell	4,312 -5,755	-57%	-$627K	0.06%	236
2017 Q4	$1.12M	Buy	+10,067	New	+$1.12M	0.17%	122