Aletheian Wealth Advisors’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 | $4.99M | Buy |
47,761
+14,453
| +43% | +$1.51M | 2.45% | 9 |
|
|
2025
Q1 | $3.51M | Buy |
33,308
+4,064
| +14% | +$429K | 1.97% | 11 |
|
|
2024
Q4 | $3.12M | Buy |
29,244
+7,161
| +32% | +$763K | 1.84% | 14 |
|
|
2024
Q3 | $2.4M | Buy |
22,083
+579
| +3% | +$62.9K | 1.4% | 17 |
|
|
2024
Q2 | $2.29M | Buy |
21,504
+791
| +4% | +$84.3K | 1.21% | 21 |
|
|
2024
Q1 | $2.23M | Buy |
20,713
+1,227
| +6% | +$132K | 1.21% | 20 |
|
|
2023
Q4 | $2.11M | Sell |
19,486
-3,377
| -15% | -$366K | 1.4% | 18 |
|
|
2023
Q3 | $2.34M | Sell |
22,863
-16,582
| -42% | -$1.7M | 1.8% | 12 |
|
|
2023
Q2 | $4.21M | Buy |
39,445
+271
| +0.7% | +$28.9K | 2.88% | 9 |
|
|
2023
Q1 | $4.22M | Buy |
39,174
+9,407
| +32% | +$1.01M | 3.73% | 8 |
|
|
2022
Q4 | $3.14M | Sell |
29,767
-274
| -0.9% | -$28.9K | 2.71% | 10 |
|
|
2022
Q3 | $3.08M | Buy |
30,041
+988
| +3% | +$101K | 3.5% | 6 |
|
|
2022
Q2 | $3.09M | Sell |
29,053
-12,032
| -29% | -$1.28M | 3.14% | 9 |
|
|
2022
Q1 | $4.51M | Sell |
41,085
-2,307
| -5% | -$253K | 4.28% | 5 |
|
|
2021
Q4 | $5.05M | Buy |
+43,392
| New | +$5.05M | 4.95% | 5 |
|