Atlas Capital 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 | $140K | Buy |
1,344
+209
| +18% | +$21.8K | 0.02% | 469 |
|
|
2025
Q1 | $120K | Sell |
1,135
-11
| -1% | -$1.16K | 0.02% | 515 |
|
|
2024
Q4 | $122K | Sell |
1,146
-148
| -11% | -$15.8K | 0.02% | 478 |
|
|
2024
Q3 | $141K | Buy |
1,294
+194
| +18% | +$21.1K | 0.02% | 436 |
|
|
2024
Q2 | $117K | Hold |
1,100
| – | – | 0.02% | 474 |
|
|
2024
Q1 | $118K | Sell |
1,100
-949
| -46% | -$102K | 0.02% | 452 |
|
|
2023
Q4 | $222K | Sell |
2,049
-41
| -2% | -$4.45K | 0.03% | 349 |
|
|
2023
Q3 | $214K | Buy |
+2,090
| New | +$214K | 0.04% | 343 |
|
|
2023
Q1 | – | Sell |
-1,012
| Closed | -$107K | – | 944 |
|
|
2022
Q4 | $107K | Buy |
1,012
+62
| +7% | +$6.54K | 0.02% | 440 |
|
|
2022
Q3 | $97.5K | Sell |
950
-3,345
| -78% | -$343K | 0.02% | 450 |
|
|
2022
Q2 | $457K | Buy |
4,295
+950
| +28% | +$101K | 0.08% | 213 |
|
|
2022
Q1 | $367K | Hold |
3,345
| – | – | 0.06% | 255 |
|
|
2021
Q4 | $389K | Sell |
3,345
-15
| -0.4% | -$1.74K | 0.06% | 262 |
|
|
2021
Q3 | $390K | Buy |
3,360
+15
| +0.4% | +$1.74K | 0.06% | 240 |
|
|
2021
Q2 | $392K | Hold |
3,345
| – | – | 0.07% | 247 |
|
|
2021
Q1 | $388K | Buy |
+3,345
| New | +$388K | 0.08% | 227 |
|
|
2020
Q4 | – | Sell |
-2,750
| Closed | -$319K | – | 648 |
|
|
2020
Q3 | $319K | Hold |
2,750
| – | – | 0.08% | 243 |
|
|
2020
Q2 | $317K | Buy |
+2,750
| New | +$317K | 0.07% | 238 |
|
|
2019
Q4 | – | Sell |
-4,750
| Closed | -$542K | – | 656 |
|
|
2019
Q3 | $542K | Buy |
+4,750
| New | +$542K | 0.16% | 181 |
|