AAS
Avantax Advisory Services’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 | $98.5M | Sell |
943,092
-136,421
| -13% | -$14.3M | 0.54% | 25 |
|
|
2025
Q1 | $114M | Sell |
1,079,513
-81,048
| -7% | -$8.55M | 0.69% | 17 |
|
|
2024
Q4 | $124M | Buy |
1,160,561
+181,695
| +19% | +$19.4M | 0.78% | 16 |
|
|
2024
Q3 | $106M | Buy |
978,866
+48,550
| +5% | +$5.27M | 0.7% | 17 |
|
|
2024
Q2 | $99.1M | Sell |
930,316
-35,688
| -4% | -$3.8M | 0.71% | 17 |
|
|
2024
Q1 | $104M | Buy |
966,004
+111,465
| +13% | +$12M | 0.92% | 14 |
|
|
2023
Q4 | $92.6M | Buy |
854,539
+136,309
| +19% | +$14.8M | 0.92% | 14 |
|
|
2023
Q3 | $73.6M | Buy |
718,230
+71,802
| +11% | +$7.36M | 0.82% | 16 |
|
|
2023
Q2 | $69M | Buy |
646,428
+59,330
| +10% | +$6.33M | 0.79% | 16 |
|
|
2023
Q1 | $63.3M | Buy |
587,098
+9,872
| +2% | +$1.06M | 0.77% | 16 |
|
|
2022
Q4 | $60.9M | Buy |
577,226
+501,511
| +662% | +$52.9M | 0.81% | 15 |
|
|
2022
Q3 | $7.77M | Sell |
75,715
-15,119
| -17% | -$1.55M | 0.12% | 137 |
|
|
2022
Q2 | $9.66M | Buy |
90,834
+29,394
| +48% | +$3.13M | 0.15% | 109 |
|
|
2022
Q1 | $6.74M | Sell |
61,440
-3,398
| -5% | -$373K | 0.09% | 156 |
|
|
2021
Q4 | $7.54M | Buy |
64,838
+6,302
| +11% | +$733K | 0.11% | 143 |
|
|
2021
Q3 | $6.8M | Buy |
58,536
+11,012
| +23% | +$1.28M | 0.11% | 135 |
|
|
2021
Q2 | $5.57M | Buy |
47,524
+14,186
| +43% | +$1.66M | 0.1% | 157 |
|
|
2021
Q1 | $3.87M | Buy |
33,338
+5,649
| +20% | +$655K | 0.08% | 182 |
|
|
2020
Q4 | $3.24M | Sell |
27,689
-71,629
| -72% | -$8.39M | 0.08% | 181 |
|
|
2020
Q3 | $11.5M | Buy |
99,318
+78,485
| +377% | +$9.1M | 0.18% | 99 |
|
|
2020
Q2 | $2.41M | Sell |
20,833
-17,782
| -46% | -$2.05M | 0.07% | 191 |
|
|
2020
Q1 | $4.36M | Buy |
38,615
+20,088
| +108% | +$2.27M | 0.13% | 111 |
|
|
2019
Q4 | $2.11M | Buy |
18,527
+16,013
| +637% | +$1.82M | 0.05% | 199 |
|
|
2019
Q3 | $287K | Sell |
2,514
-467
| -16% | -$53.3K | 0.01% | 441 |
|
|
2019
Q2 | $337K | Sell |
2,981
-381
| -11% | -$43.1K | 0.01% | 374 |
|
|
2019
Q1 | $374K | Buy |
3,362
+1,509
| +81% | +$168K | 0.02% | 315 |
|
|
2018
Q4 | $201K | Buy |
+1,853
| New | +$201K | 0.03% | 383 |
|