Avidian Wealth Enterprises’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 | $4.13M | Sell |
39,567
-2,735
| -6% | -$286K | 0.17% | 83 |
|
|
2025
Q1 | $4.46M | Sell |
42,302
-835
| -2% | -$88K | 0.2% | 74 |
|
|
2024
Q4 | $4.6M | Buy |
43,137
+2,474
| +6% | +$264K | 0.21% | 71 |
|
|
2024
Q3 | $4.42M | Buy |
40,663
+232
| +0.6% | +$25.2K | 0.2% | 73 |
|
|
2024
Q2 | $4.31M | Sell |
40,431
-6,746
| -14% | -$719K | 0.18% | 72 |
|
|
2024
Q1 | $5.08M | Buy |
47,177
+2,404
| +5% | +$259K | 0.25% | 64 |
|
|
2023
Q4 | $4.85M | Buy |
44,773
+2,061
| +5% | +$223K | 0.3% | 64 |
|
|
2023
Q3 | $4.38M | Sell |
42,712
-13,308
| -24% | -$1.36M | 0.31% | 65 |
|
|
2023
Q2 | $5.98M | Buy |
56,020
+8,870
| +19% | +$947K | 0.39% | 55 |
|
|
2023
Q1 | $5.08M | Buy |
47,150
+16,727
| +55% | +$1.8M | 0.28% | 71 |
|
|
2022
Q4 | $3.21M | Buy |
30,423
+14,743
| +94% | +$1.56M | 0.21% | 91 |
|
|
2022
Q3 | $1.61M | Sell |
15,680
-30,766
| -66% | -$3.16M | 0.12% | 119 |
|
|
2022
Q2 | $4.94M | Sell |
46,446
-7,386
| -14% | -$786K | 0.35% | 59 |
|
|
2022
Q1 | $5.9M | Sell |
53,832
-7,173
| -12% | -$786K | 0.36% | 49 |
|
|
2021
Q4 | $7.09M | Buy |
61,005
+29,744
| +95% | +$3.46M | 0.44% | 41 |
|
|
2021
Q3 | $3.63M | Buy |
31,261
+14,092
| +82% | +$1.64M | 0.28% | 60 |
|
|
2021
Q2 | $2.01M | Buy |
17,169
+3,136
| +22% | +$368K | 0.15% | 93 |
|
|
2021
Q1 | $1.63M | Sell |
14,033
-5,002
| -26% | -$580K | 0.14% | 90 |
|
|
2020
Q4 | $2.23M | Buy |
19,035
+1,151
| +6% | +$135K | 0.21% | 71 |
|
|
2020
Q3 | $2.07M | Buy |
17,884
+7,895
| +79% | +$915K | 0.23% | 65 |
|
|
2020
Q2 | $1.15M | Sell |
9,989
-392
| -4% | -$45.2K | 0.16% | 84 |
|
|
2020
Q1 | $1.17M | Sell |
10,381
-3,016
| -23% | -$341K | 0.19% | 69 |
|
|
2019
Q4 | $1.53M | Buy |
13,397
+9,206
| +220% | +$1.05M | 0.22% | 50 |
|
|
2019
Q3 | $478K | Buy |
4,191
+1,363
| +48% | +$155K | 0.08% | 104 |
|
|
2019
Q2 | $320K | Buy |
+2,828
| New | +$320K | 0.08% | 97 |
|
|
2018
Q4 | – | Sell |
-1,851
| Closed | -$200K | – | 111 |
|
|
2018
Q3 | $200K | Hold |
1,851
| – | – | 0.06% | 100 |
|
|
2018
Q2 | $202K | Hold |
1,851
| – | – | 0.06% | 95 |
|
|
2018
Q1 | $202K | Hold |
1,851
| – | – | 0.07% | 92 |
|
|
2017
Q4 | $205 | Hold |
1,851
| – | – | 0.05% | 97 |
|
|
2017
Q3 | $205K | Hold |
1,851
| – | – | 0.08% | 86 |
|
|
2017
Q2 | $204K | Hold |
1,851
| – | – | 0.08% | 82 |
|
|
2017
Q1 | $202K | Sell |
1,851
-47,734
| -96% | -$5.21M | 0.08% | 80 |
|
|
2016
Q4 | $5.36M | Sell |
49,585
-965
| -2% | -$104K | 2.34% | 13 |
|
|
2016
Q3 | $5.7M | Buy |
50,550
+6,867
| +16% | +$774K | 2.31% | 13 |
|
|
2016
Q2 | $4.98K | Buy |
43,683
+41,878
| +2,320% | +$4.77K | 1.81% | 14 |
|
|
2016
Q1 | $202K | Hold |
1,805
| – | – | 0.11% | 77 |
|
|
2015
Q4 | $200K | Buy |
+1,805
| New | +$200K | 0.1% | 45 |
|