Alera Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $27.1M | Buy |
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|
2024
Q2 | $26.2M | Buy |
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|
2024
Q1 | $18.7M | Sell |
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|
2023
Q4 | $19.8M | Buy |
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|
2023
Q3 | $1.67M | Sell |
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|
2023
Q2 | $4.43M | Sell |
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|
2023
Q1 | $4.57M | Sell |
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|
2022
Q4 | $10.3M | Sell |
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|
2022
Q3 | $20M | Buy |
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|
2022
Q2 | $18.4M | Buy |
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|
2022
Q1 | $10.9M | Buy |
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|
2021
Q4 | $2.25M | Sell |
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|
2021
Q3 | $3M | Sell |
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|
2021
Q2 | $3.34M | Sell |
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|
2021
Q1 | $3.38M | Buy |
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|
2020
Q4 | $447K | Buy |
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|
2020
Q3 | $339K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $7.32M | Buy |
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|
2019
Q4 | $3.24M | Buy |
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|
2019
Q3 | $3.1M | Sell |
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|
2019
Q2 | $3.07M | Buy |
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|
2019
Q1 | $2.99M | Buy |
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|
2018
Q4 | $2.84M | Buy |
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