Advocacy Wealth Management Services’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $773K | Hold |
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|
2025
Q1 | $780K | Hold |
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|
2024
Q4 | $788K | Hold |
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|
2024
Q3 | $804K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $332K | Buy |
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|
2023
Q4 | $290K | Buy |
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|
2023
Q3 | $233K | Hold |
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|
2023
Q2 | $243K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $280K | Buy |
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|
2022
Q2 | $284K | Buy |
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|
2022
Q1 | $136K | Sell |
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|
2021
Q4 | $193K | Hold |
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|
2021
Q3 | $193K | Hold |
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|
2021
Q2 | $195K | Sell |
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|
2021
Q1 | $465K | Hold |
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|
2020
Q4 | $470K | Buy |
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|
2020
Q3 | $425K | Sell |
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|
2020
Q2 | $621K | Hold |
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|
2020
Q1 | $593K | Hold |
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|
2019
Q4 | $613K | Buy |
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|
2019
Q3 | $50K | Hold |
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|
2019
Q2 | $50K | Hold |
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|
2019
Q1 | $49K | Hold |
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|
2018
Q4 | $48K | Hold |
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|
2018
Q3 | $48K | Hold |
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|
2018
Q2 | $48K | Sell |
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|
2018
Q1 | $143K | Hold |
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|
2017
Q4 | $145K | Sell |
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|
2017
Q3 | $154K | Sell |
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|
2017
Q2 | $3.36M | Sell |
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|
2017
Q1 | $5.03M | Sell |
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|
2016
Q4 | $7.43M | Buy |
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|
2016
Q3 | $6.96M | Buy |
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|
2016
Q2 | $4.71M | Buy |
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|
2016
Q1 | $2.25M | Buy |
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|
2013
Q3 | $16K | Sell |
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|
2013
Q2 | $37K | Buy |
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