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