Alta 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 | $631K | Buy |
6,038
+8
| +0.1% | +$836 | 0.3% | 53 |
|
|
2025
Q1 | $636K | Buy |
6,030
+6
| +0.1% | +$633 | 0.29% | 65 |
|
|
2024
Q4 | $642K | Buy |
6,024
+374
| +7% | +$39.9K | 0.28% | 69 |
|
|
2024
Q3 | $614K | Sell |
5,650
-2,366
| -30% | -$257K | 0.28% | 76 |
|
|
2024
Q2 | $854K | Buy |
8,016
+152
| +2% | +$16.2K | 0.43% | 55 |
|
|
2024
Q1 | $846K | Buy |
7,864
+680
| +9% | +$73.2K | 0.43% | 57 |
|
|
2023
Q4 | $779K | Sell |
7,184
-862
| -11% | -$93.5K | 0.43% | 62 |
|
|
2023
Q3 | $825K | Buy |
8,046
+78
| +1% | +$8K | 0.51% | 58 |
|
|
2023
Q2 | $850K | Sell |
7,968
-749
| -9% | -$79.9K | 0.5% | 60 |
|
|
2023
Q1 | $939K | Buy |
8,717
+420
| +5% | +$45.3K | 0.59% | 49 |
|
|
2022
Q4 | $875K | Buy |
8,297
+5,241
| +171% | +$553K | 0.59% | 47 |
|
|
2022
Q3 | $313K | Buy |
3,056
+143
| +5% | +$14.6K | 0.22% | 115 |
|
|
2022
Q2 | $310K | Buy |
2,913
+5
| +0.2% | +$532 | 0.21% | 119 |
|
|
2022
Q1 | $319K | Buy |
2,908
+369
| +15% | +$40.5K | 0.19% | 123 |
|
|
2021
Q4 | $295K | Buy |
+2,539
| New | +$295K | 0.18% | 125 |
|