Bragg Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.3M | Buy |
97,013
+1,137
| +1% | +$122K | 0.33% | 105 |
|
|
2025
Q4 | $10.3M | Buy |
95,876
+4,953
| +5% | +$530K | 0.33% | 104 |
|
|
2025
Q3 | $9.68M | Buy |
90,923
+5,598
| +7% | +$586K | 0.32% | 106 |
|
|
2025
Q2 | $8.91M | Buy |
85,325
+7,513
| +10% | +$781K | 0.32% | 110 |
|
|
2025
Q1 | $8.2M | Buy |
77,812
+3,448
| +5% | +$367K | 0.34% | 102 |
|
|
2024
Q4 | $7.92M | Buy |
74,364
+2,196
| +3% | +$236K | 0.32% | 109 |
|
|
2024
Q3 | $7.84M | Buy |
72,168
+4,379
| +6% | +$472K | 0.32% | 109 |
|
|
2024
Q2 | $7.22M | Buy |
67,789
+3,014
| +5% | +$321K | 0.32% | 107 |
|
|
2024
Q1 | $6.97M | Sell |
64,775
-1,602
| -2% | -$173K | 0.31% | 109 |
|
|
2023
Q4 | $7.2M | Buy |
66,377
+1,343
| +2% | +$140K | 0.34% | 106 |
|
|
2023
Q3 | $6.67M | Buy |
65,034
+1,157
| +2% | +$122K | 0.35% | 101 |
|
|
2023
Q2 | $6.82M | Sell |
63,877
-869
| -1% | -$92.9K | 0.37% | 101 |
|
|
2023
Q1 | $6.98M | Buy |
64,746
+2,350
| +4% | +$251K | 0.41% | 97 |
|
|
2022
Q4 | $6.58M | Buy |
62,396
+31,011
| +99% | +$3.23M | 0.4% | 102 |
|
|
2022
Q3 | $3.22M | Sell |
31,385
-17,250
| -35% | -$1.83M | 0.22% | 130 |
|
|
2022
Q2 | $5.17M | Buy |
48,635
+6,126
| +14% | +$654K | 0.34% | 104 |
|
|
2022
Q1 | $4.66M | Buy |
42,509
+6,748
| +19% | +$762K | 0.27% | 117 |
|
|
2021
Q4 | $4.15M | Hold |
35,761
| – | – | 0.27% | 116 |
|
|
2021
Q3 | $4.15M | Sell |
35,761
-1,353
| -4% | -$159K | 0.27% | 116 |
|
|
2021
Q2 | $4.35M | Buy |
37,114
+200
| +0.5% | +$23.4K | 0.28% | 114 |
|
|
2021
Q1 | $4.28M | Buy |
36,914
+2,841
| +8% | +$331K | 0.29% | 116 |
|
|
2020
Q4 | $3.99M | Buy |
34,073
+4,383
| +15% | +$509K | 0.35% | 95 |
|
|
2020
Q3 | $3.44M | Buy |
29,690
+6,490
| +28% | +$754K | 0.35% | 94 |
|
|
2020
Q2 | $2.68M | Sell |
23,200
-6,271
| -21% | -$712K | 0.3% | 101 |
|
|
2020
Q1 | $3.33M | Buy |
29,471
+1,281
| +5% | +$146K | 0.45% | 74 |
|
|
2019
Q4 | $3.21M | Sell |
28,190
-2,153
| -7% | -$245K | 0.36% | 94 |
|
|
2019
Q3 | $3.46M | Buy |
30,343
+2,588
| +9% | +$295K | 0.42% | 85 |
|
|
2019
Q2 | $3.14M | Buy |
27,755
+2,870
| +12% | +$321K | 0.39% | 90 |
|
|
2019
Q1 | $2.77M | Buy |
24,885
+1,890
| +8% | +$207K | 0.36% | 96 |
|
|
2018
Q4 | $2.51M | Buy |
22,995
+5,095
| +28% | +$548K | 0.38% | 94 |
|
|
2018
Q3 | $1.93M | Buy |
17,900
+3,589
| +25% | +$390K | 0.26% | 122 |
|
|
2018
Q2 | $1.56M | Buy |
14,311
+2,991
| +26% | +$325K | 0.22% | 134 |
|
|
2018
Q1 | $1.23M | Sell |
11,320
-765
| -6% | -$83.4K | 0.18% | 150 |
|
|
2017
Q4 | $1.34M | Sell |
12,085
-1,010
| -8% | -$112K | 0.19% | 144 |
|
|
2017
Q3 | $1.45M | Buy |
13,095
+3,730
| +40% | +$414K | 0.22% | 136 |
|
|
2017
Q2 | $1.03M | Buy |
9,365
+760
| +9% | +$83.6K | 0.16% | 159 |
|
|
2017
Q1 | $938K | Buy |
8,605
+1,385
| +19% | +$150K | 0.15% | 163 |
|
|
2016
Q4 | $781K | Buy |
7,220
+4,345
| +151% | +$476K | 0.13% | 176 |
|
|
2016
Q3 | $324K | Buy |
2,875
+40
| +1% | +$4.53K | 0.06% | 224 |
|
|
2016
Q2 | $323K | Buy |
2,835
+390
| +16% | +$43.9K | 0.06% | 223 |
|
|
2016
Q1 | $273K | Sell |
2,445
-190
| -7% | -$21.1K | 0.05% | 230 |
|
|
2015
Q4 | $292K | Sell |
2,635
-147
| -5% | -$16.1K | 0.06% | 213 |
|
|
2015
Q3 | $305K | Sell |
2,782
-13
| -0.5% | -$1.42K | 0.07% | 198 |
|
|
2015
Q2 | $302K | Sell |
2,795
-800
| -22% | -$87.2K | 0.07% | 208 |
|
|
2015
Q1 | $398K | Buy |
3,595
+865
| +32% | +$95.7K | 0.09% | 193 |
|
|
2014
Q4 | $301K | Buy |
2,730
+135
| +5% | +$14.8K | 0.07% | 201 |
|
|
2014
Q3 | $285K | Buy |
2,595
+125
| +5% | +$13.6K | 0.07% | 200 |
|
|
2014
Q2 | $268K | Sell |
2,470
-960
| -28% | -$104K | 0.06% | 209 |
|
|
2014
Q1 | $367K | Hold |
3,430
| – | – | 0.09% | 195 |
|
|
2013
Q4 | $356K | Sell |
3,430
-65
| -2% | -$6.78K | 0.09% | 199 |
|
|
2013
Q3 | $365K | Buy |
+3,495
| New | +$361K | 0.1% | 201 |
|
Other funds holding MUB
