Arkadios 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 | $1.64M | Sell |
15,685
-2,740
| -15% | -$286K | 0.05% | 395 |
|
|
2025
Q1 | $1.94M | Buy |
18,425
+3,122
| +20% | +$329K | 0.07% | 288 |
|
|
2024
Q4 | $1.63M | Buy |
15,303
+2,716
| +22% | +$289K | 0.09% | 219 |
|
|
2024
Q3 | $1.37M | Sell |
12,587
-422
| -3% | -$45.8K | 0.08% | 247 |
|
|
2024
Q2 | $1.39M | Buy |
13,009
+1,715
| +15% | +$183K | 0.09% | 220 |
|
|
2024
Q1 | $1.22M | Sell |
11,294
-371
| -3% | -$39.9K | 0.09% | 204 |
|
|
2023
Q4 | $1.26M | Buy |
11,665
+2,503
| +27% | +$271K | 0.11% | 189 |
|
|
2023
Q3 | $939K | Buy |
+9,162
| New | +$939K | 0.09% | 218 |
|
|
2022
Q3 | – | Sell |
-4,625
| Closed | -$492K | – | 554 |
|
|
2022
Q2 | $492K | Buy |
4,625
+6
| +0.1% | +$638 | 0.07% | 281 |
|
|
2022
Q1 | $506K | Sell |
4,619
-1,726
| -27% | -$189K | 0.07% | 313 |
|
|
2021
Q4 | $738K | Buy |
6,345
+1,338
| +27% | +$156K | 0.1% | 238 |
|
|
2021
Q3 | $581K | Hold |
5,007
| – | – | 0.08% | 260 |
|
|
2021
Q2 | $586K | Buy |
5,007
+195
| +4% | +$22.8K | 0.07% | 291 |
|
|
2021
Q1 | $558K | Sell |
4,812
-74
| -2% | -$8.58K | 0.09% | 231 |
|
|
2020
Q4 | $572K | Buy |
4,886
+367
| +8% | +$43K | 0.12% | 182 |
|
|
2020
Q3 | $521K | Sell |
4,519
-89
| -2% | -$10.3K | 0.26% | 88 |
|
|
2020
Q2 | $534K | Buy |
4,608
+43
| +0.9% | +$4.98K | 0.3% | 74 |
|
|
2020
Q1 | $516K | Buy |
4,565
+190
| +4% | +$21.5K | 0.33% | 74 |
|
|
2019
Q4 | $505K | Buy |
+4,375
| New | +$505K | 0.3% | 78 |
|