Atria Wealth Solutions’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 | $13M | Sell |
124,365
-145,909
| -54% | -$15.2M | 0.29% | 74 |
|
2025
Q1 | $28.5M | Sell |
270,274
-29,958
| -10% | -$3.16M | 0.34% | 55 |
|
2024
Q4 | $32M | Buy |
300,232
+38,778
| +15% | +$4.13M | 0.35% | 52 |
|
2024
Q3 | $28.4M | Buy |
261,454
+29,928
| +13% | +$3.25M | 0.31% | 62 |
|
2024
Q2 | $24.7M | Buy |
231,526
+30,864
| +15% | +$3.29M | 0.27% | 73 |
|
2024
Q1 | $21.6M | Buy |
200,662
+17,896
| +10% | +$1.93M | 0.24% | 90 |
|
2023
Q4 | $19.8M | Buy |
182,766
+808
| +0.4% | +$87.6K | 0.25% | 85 |
|
2023
Q3 | $18.7M | Buy |
181,958
+18,312
| +11% | +$1.88M | 0.26% | 82 |
|
2023
Q2 | $17.5M | Buy |
163,646
+12,785
| +8% | +$1.36M | 0.24% | 93 |
|
2023
Q1 | $16.3M | Buy |
150,861
+13,912
| +10% | +$1.5M | 0.24% | 90 |
|
2022
Q4 | $14.5M | Sell |
136,949
-2,636
| -2% | -$278K | 0.23% | 98 |
|
2022
Q3 | $14.3M | Buy |
139,585
+15,613
| +13% | +$1.6M | 0.25% | 91 |
|
2022
Q2 | $13.2M | Sell |
123,972
-5,700
| -4% | -$606K | 0.25% | 83 |
|
2022
Q1 | $14.2M | Buy |
+129,672
| New | +$14.2M | 0.24% | 87 |
|