Biltmore Family Office’s iShares National Muni Bond ETF MUB Stock Holding History

Biltmore Family Office’s Portfolio MUB Stock Details MUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.27M	Sell	50,435 -3,458	-6%	-$361K	0.89%	18
2025 Q1	$5.68M	Sell	53,893 -7,709	-13%	-$813K	0.97%	17
2024 Q4	$6.56M	Buy	61,602 +590	+1%	+$62.9K	1.1%	10
2024 Q3	$6.63M	Buy	61,012 +7,462	+14%	+$811K	1.13%	8
2024 Q2	$5.71M	Buy	53,550 +4,256	+9%	+$453K	1.05%	9
2024 Q1	$5.3M	Buy	49,294 +12,271	+33%	+$1.32M	1.05%	15
2023 Q4	$4.01M	Buy	37,023 +9,789	+36%	+$1.06M	0.83%	19
2023 Q3	$2.79M	Buy	27,234 +3,121	+13%	+$320K	0.63%	26
2023 Q2	$2.57M	Buy	24,113 +5,248	+28%	+$560K	0.54%	27
2023 Q1	$2.03M	Buy	18,865 +758	+4%	+$81.7K	0.43%	42
2022 Q4	$1.91M	Sell	18,107 -6,500	-26%	-$686K	0.39%	39
2022 Q3	$2.52M	Sell	24,607 -550	-2%	-$56.4K	0.58%	29
2022 Q2	$2.68M	Sell	25,157 -1,143	-4%	-$122K	0.67%	27
2022 Q1	$2.88M	Sell	26,300 -2,446	-9%	-$268K	0.62%	29
2021 Q4	$3.34M	Sell	28,746 -5,646	-16%	-$657K	0.64%	29
2021 Q3	$4M	Sell	34,392 -10,381	-23%	-$1.21M	0.96%	15
2021 Q2	$5.25M	Sell	44,773 -5,296	-11%	-$621K	1.49%	8
2021 Q1	$5.81M	Sell	50,069 -2,183	-4%	-$253K	1.81%	8
2020 Q4	$6.12M	Buy	52,252 +4,817	+10%	+$565K	1.84%	8
2020 Q3	$5.5M	Buy	47,435 +6,945	+17%	+$805K	3.07%	6
2020 Q2	$4.67M	Buy	40,490 +505	+1%	+$58.3K	2.81%	8
2020 Q1	$4.52M	Sell	39,985 -1,122	-3%	-$127K	2.97%	7
2019 Q4	$4.68M	Buy	41,107 +79	+0.2%	+$9K	1.88%	12
2019 Q3	$4.68M	Buy	41,028 +3,320	+9%	+$379K	2.02%	8
2019 Q2	$4.26M	Sell	37,708 -1,630	-4%	-$184K	2.31%	8
2019 Q1	$4.37M	Buy	39,338 +523	+1%	+$58.2K	2.22%	7
2018 Q4	$4.23M	Sell	38,815 -3,430	-8%	-$374K	2.39%	8
2018 Q3	$4.56M	Buy	42,245 +2,155	+5%	+$233K	2.17%	10
2018 Q2	$4.37M	Buy	40,090 +1,230	+3%	+$134K	2.17%	12
2018 Q1	$4.23M	Buy	38,860 +1,320	+4%	+$144K	1.88%	14
2017 Q4	$4.16M	Buy	+37,540	New	+$4.16M	1.88%	11