Advisory Resource Group’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 | $266K | Sell |
2,544
-22,191
| -90% | -$2.32M | 0.05% | 151 |
|
2025
Q1 | $2.61M | Buy |
24,735
+2,758
| +13% | +$291K | 0.53% | 51 |
|
2024
Q4 | $2.34M | Buy |
21,977
+3,001
| +16% | +$320K | 0.5% | 51 |
|
2024
Q3 | $2.06M | Buy |
18,976
+1,874
| +11% | +$204K | 0.44% | 58 |
|
2024
Q2 | $1.82M | Sell |
17,102
-691
| -4% | -$73.6K | 0.41% | 57 |
|
2024
Q1 | $1.91M | Buy |
17,793
+461
| +3% | +$49.6K | 0.44% | 52 |
|
2023
Q4 | $1.88M | Sell |
17,332
-636
| -4% | -$68.9K | 0.47% | 52 |
|
2023
Q3 | $1.84M | Buy |
17,968
+1,514
| +9% | +$155K | 0.5% | 50 |
|
2023
Q2 | $1.76M | Buy |
16,454
+2,723
| +20% | +$291K | 0.48% | 50 |
|
2023
Q1 | $1.48M | Buy |
13,731
+368
| +3% | +$39.6K | 0.41% | 50 |
|
2022
Q4 | $1.41M | Sell |
13,363
-144
| -1% | -$15.2K | 0.42% | 50 |
|
2022
Q3 | $1.39M | Sell |
13,507
-731
| -5% | -$75K | 0.46% | 52 |
|
2022
Q2 | $1.51M | Buy |
14,238
+1,322
| +10% | +$141K | 0.5% | 52 |
|
2022
Q1 | $1.42M | Buy |
12,916
+256
| +2% | +$28.1K | 0.44% | 51 |
|
2021
Q4 | $1.44M | Buy |
12,660
+562
| +5% | +$63.8K | 0.48% | 51 |
|
2021
Q3 | $1.41M | Buy |
12,098
+1,778
| +17% | +$206K | 0.52% | 46 |
|
2021
Q2 | $1.21M | Buy |
10,320
+1,242
| +14% | +$146K | 0.48% | 47 |
|
2021
Q1 | $1.05M | Buy |
9,078
+375
| +4% | +$43.5K | 0.49% | 40 |
|
2020
Q4 | $1.02M | Sell |
8,703
-768
| -8% | -$90K | 0.51% | 42 |
|
2020
Q3 | $1.1M | Buy |
9,471
+2,091
| +28% | +$242K | 0.64% | 40 |
|
2020
Q2 | $852K | Buy |
+7,380
| New | +$852K | 0.53% | 39 |
|