AFA
American Financial Advisors’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 | $493K | Sell |
4,714
-80
| -2% | -$8.36K | 0.07% | 93 |
|
|
2025
Q1 | $505K | Buy |
4,794
+21
| +0.4% | +$2.21K | 0.07% | 79 |
|
|
2024
Q4 | $509K | Sell |
4,773
-815
| -15% | -$86.8K | 0.07% | 79 |
|
|
2024
Q3 | $607K | Sell |
5,588
-1,057
| -16% | -$115K | 0.08% | 71 |
|
|
2024
Q2 | $708K | Sell |
6,645
-443
| -6% | -$47.2K | 0.1% | 69 |
|
|
2024
Q1 | $763K | Sell |
7,088
-231
| -3% | -$24.9K | 0.11% | 69 |
|
|
2023
Q4 | $793K | Sell |
7,319
-1,707
| -19% | -$185K | 0.12% | 65 |
|
|
2023
Q3 | $926K | Sell |
9,026
-1,252
| -12% | -$128K | 0.15% | 60 |
|
|
2023
Q2 | $1.1M | Sell |
10,278
-86
| -0.8% | -$9.18K | 0.17% | 57 |
|
|
2023
Q1 | $1.12M | Buy |
10,364
+533
| +5% | +$57.4K | 0.18% | 53 |
|
|
2022
Q4 | $1.04M | Buy |
9,831
+47
| +0.5% | +$4.96K | 0.18% | 53 |
|
|
2022
Q3 | $1M | Buy |
9,784
+38
| +0.4% | +$3.9K | 0.17% | 53 |
|
|
2022
Q2 | $1.04M | Buy |
9,746
+23
| +0.2% | +$2.45K | 0.28% | 31 |
|
|
2022
Q1 | $1.07M | Sell |
9,723
-723
| -7% | -$79.3K | 0.15% | 58 |
|
|
2021
Q4 | $1.22M | Buy |
10,446
+82
| +0.8% | +$9.54K | 0.15% | 56 |
|
|
2021
Q3 | $1.2M | Buy |
10,364
+658
| +7% | +$76.4K | 0.16% | 53 |
|
|
2021
Q2 | $1.14M | Buy |
9,706
+655
| +7% | +$76.8K | 0.16% | 56 |
|
|
2021
Q1 | $1.05M | Sell |
9,051
-52
| -0.6% | -$6.03K | 0.16% | 59 |
|
|
2020
Q4 | $1.07M | Buy |
9,103
+7
| +0.1% | +$820 | 0.15% | 56 |
|
|
2020
Q3 | $1.05M | Sell |
9,096
-162
| -2% | -$18.8K | 0.17% | 53 |
|
|
2020
Q2 | $1.08M | Sell |
9,258
-70
| -0.8% | -$8.16K | 0.17% | 53 |
|
|
2020
Q1 | $1.04M | Sell |
9,328
-1,987
| -18% | -$222K | 0.19% | 53 |
|
|
2019
Q4 | $1.29M | Buy |
11,315
+1,224
| +12% | +$140K | 0.23% | 44 |
|
|
2019
Q3 | $1.15M | Buy |
10,091
+2,224
| +28% | +$254K | 0.22% | 44 |
|
|
2019
Q2 | $889K | Buy |
7,867
+3,186
| +68% | +$360K | 0.17% | 49 |
|
|
2019
Q1 | $520K | Buy |
4,681
+505
| +12% | +$56.1K | 0.11% | 58 |
|
|
2018
Q4 | $455K | Buy |
+4,176
| New | +$455K | 0.1% | 59 |
|