AIMC
Alley Investment Management Company’s iShares National Muni Bond ETF MUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.5M | Sell |
128,957
-697
| -0.5% | -$72.8K | 1.63% | 28 |
|
|
2025
Q1 | $13.7M | Sell |
129,654
-2,547
| -2% | -$269K | 1.71% | 25 |
|
|
2024
Q4 | $14.1M | Buy |
132,201
+5,686
| +4% | +$606K | 1.78% | 23 |
|
|
2024
Q3 | $13.7M | Buy |
126,515
+5,323
| +4% | +$578K | 1.74% | 26 |
|
|
2024
Q2 | $12.9M | Buy |
121,192
+7,222
| +6% | +$770K | 1.76% | 25 |
|
|
2024
Q1 | $12.3M | Buy |
113,970
+3,191
| +3% | +$343K | 1.69% | 27 |
|
|
2023
Q4 | $12M | Buy |
110,779
+7,652
| +7% | +$830K | 1.75% | 27 |
|
|
2023
Q3 | $10.6M | Sell |
103,127
-1,872
| -2% | -$192K | 1.79% | 28 |
|
|
2023
Q2 | $11.2M | Buy |
104,999
+670
| +0.6% | +$71.5K | 1.81% | 27 |
|
|
2023
Q1 | $11.2M | Buy |
104,329
+9,856
| +10% | +$1.06M | 1.88% | 23 |
|
|
2022
Q4 | $9.97M | Sell |
94,473
-1,747
| -2% | -$184K | 1.71% | 27 |
|
|
2022
Q3 | $9.87M | Sell |
96,220
-13,618
| -12% | -$1.4M | 1.97% | 24 |
|
|
2022
Q2 | $11.7M | Buy |
109,838
+315
| +0.3% | +$33.5K | 2.2% | 17 |
|
|
2022
Q1 | $12M | Buy |
+109,523
| New | +$12M | 1.98% | 20 |
|