APP
Avantax Planning Partners’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 | $17.8M | Sell |
170,139
-136,967
| -45% | -$14.3M | 0.56% | 29 |
|
|
2025
Q1 | $32.4M | Buy |
307,106
+6,025
| +2% | +$635K | 1.15% | 13 |
|
|
2024
Q4 | $32.1M | Buy |
301,081
+5,722
| +2% | +$610K | 1.16% | 14 |
|
|
2024
Q3 | $32.1M | Sell |
295,359
-31,360
| -10% | -$3.41M | 1.15% | 14 |
|
|
2024
Q2 | $34.8M | Buy |
326,719
+13,333
| +4% | +$1.42M | 1.12% | 14 |
|
|
2024
Q1 | $33.7M | Buy |
313,386
+67,462
| +27% | +$7.26M | 1.09% | 14 |
|
|
2023
Q4 | $26.7M | Sell |
245,924
-62,410
| -20% | -$6.77M | 1.02% | 22 |
|
|
2023
Q3 | $31.6M | Buy |
308,334
+36,521
| +13% | +$3.74M | 1.32% | 11 |
|
|
2023
Q2 | $29M | Buy |
271,813
+76,570
| +39% | +$8.17M | 1.15% | 16 |
|
|
2023
Q1 | $21M | Buy |
195,243
+13,980
| +8% | +$1.51M | 0.85% | 23 |
|
|
2022
Q4 | $19.1M | Sell |
181,263
-141,727
| -44% | -$15M | 0.76% | 24 |
|
|
2022
Q3 | $33.1M | Buy |
322,990
+27,888
| +9% | +$2.86M | 1.49% | 10 |
|
|
2022
Q2 | $31.4M | Buy |
295,102
+75,149
| +34% | +$7.99M | 1.34% | 13 |
|
|
2022
Q1 | $24.1M | Sell |
219,953
-202,901
| -48% | -$22.2M | 0.96% | 15 |
|
|
2021
Q4 | $49.2M | Buy |
422,854
+46,789
| +12% | +$5.44M | 2.02% | 7 |
|
|
2021
Q3 | $43.7M | Buy |
376,065
+30,608
| +9% | +$3.56M | 2.02% | 7 |
|
|
2021
Q2 | $40.5M | Buy |
345,457
+43,300
| +14% | +$5.07M | 1.9% | 7 |
|
|
2021
Q1 | $35.1M | Buy |
302,157
+56,203
| +23% | +$6.52M | 1.81% | 8 |
|
|
2020
Q4 | $28.8M | Buy |
245,954
+2,445
| +1% | +$287K | 1.48% | 6 |
|
|
2020
Q3 | $28.2M | Buy |
243,509
+211,988
| +673% | +$24.6M | 1.49% | 6 |
|
|
2020
Q2 | $3.64M | Buy |
31,521
+7,715
| +32% | +$890K | 0.21% | 43 |
|
|
2020
Q1 | $2.69M | Buy |
23,806
+413
| +2% | +$46.7K | 0.19% | 39 |
|
|
2019
Q4 | $2.67M | Sell |
23,393
-302
| -1% | -$34.4K | 0.16% | 54 |
|
|
2019
Q3 | $2.7M | Sell |
23,695
-1,119
| -5% | -$128K | 0.17% | 52 |
|
|
2019
Q2 | $2.8M | Sell |
24,814
-2,450
| -9% | -$277K | 0.18% | 49 |
|
|
2019
Q1 | $3.03M | Sell |
27,264
-195,706
| -88% | -$21.8M | 0.21% | 45 |
|
|
2018
Q4 | $24.3M | Buy |
222,970
+219,528
| +6,378% | +$23.9M | 1.83% | 13 |
|
|
2018
Q3 | $372K | Buy |
+3,442
| New | +$372K | 0.03% | 165 |
|
|
2018
Q2 | – | Sell |
-3,442
| Closed | -$375K | – | 1004 |
|
|
2018
Q1 | $375K | Sell |
3,442
-3,709
| -52% | -$404K | 0.03% | 202 |
|
|
2017
Q4 | $792K | Buy |
7,151
+4,717
| +194% | +$522K | 0.07% | 119 |
|
|
2017
Q3 | $270K | Buy |
+2,434
| New | +$270K | 0.02% | 297 |
|
|
2017
Q1 | – | Sell |
-8,618
| Closed | -$932K | – | 338 |
|
|
2016
Q4 | $932K | Buy |
+8,618
| New | +$932K | 0.1% | 100 |
|