Avantax Planning Partners’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.8M | Sell |
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|
2025
Q1 | $32.4M | Buy |
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|
2024
Q4 | $32.1M | Buy |
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|
2024
Q3 | $32.1M | Sell |
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|
2024
Q2 | $34.8M | Buy |
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|
2024
Q1 | $33.7M | Buy |
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|
2023
Q4 | $26.7M | Sell |
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|
2023
Q3 | $31.6M | Buy |
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|
2023
Q2 | $29M | Buy |
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|
2023
Q1 | $21M | Buy |
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|
2022
Q4 | $19.1M | Sell |
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|
2022
Q3 | $33.1M | Buy |
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|
2022
Q2 | $31.4M | Buy |
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|
2022
Q1 | $24.1M | Sell |
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|
2021
Q4 | $49.2M | Buy |
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|
2021
Q3 | $43.7M | Buy |
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|
2021
Q2 | $40.5M | Buy |
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|
2021
Q1 | $35.1M | Buy |
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|
2020
Q4 | $28.8M | Buy |
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|
2020
Q3 | $28.2M | Buy |
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|
2020
Q2 | $3.64M | Buy |
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|
2020
Q1 | $2.69M | Buy |
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|
2019
Q4 | $2.67M | Sell |
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|
2019
Q3 | $2.7M | Sell |
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|
2019
Q2 | $2.8M | Sell |
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|
2019
Q1 | $3.03M | Sell |
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|
2018
Q4 | $24.3M | Buy |
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|
2018
Q3 | $372K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $375K | Sell |
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|
2017
Q4 | $792K | Buy |
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|
2017
Q3 | $270K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $932K | Buy |
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