Burt Wealth Advisors’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 | $4.24M | Sell |
40,579
-27,368
| -40% | -$2.86M | 0.97% | 20 |
|
|
2025
Q1 | $7.16M | Sell |
67,947
-1,142
| -2% | -$120K | 1.8% | 15 |
|
|
2024
Q4 | $7.36M | Sell |
69,089
-79
| -0.1% | -$8.42K | 1.87% | 15 |
|
|
2024
Q3 | $7.51M | Buy |
69,168
+384
| +0.6% | +$41.7K | 1.85% | 15 |
|
|
2024
Q2 | $7.33M | Sell |
68,784
-3,757
| -5% | -$400K | 1.93% | 15 |
|
|
2024
Q1 | $7.81M | Buy |
72,541
+9,423
| +15% | +$1.01M | 1.98% | 15 |
|
|
2023
Q4 | $6.84M | Sell |
63,118
-16,186
| -20% | -$1.75M | 1.95% | 15 |
|
|
2023
Q3 | $8.13M | Sell |
79,304
-10,748
| -12% | -$1.1M | 2.5% | 14 |
|
|
2023
Q2 | $9.61M | Buy |
90,052
+10,488
| +13% | +$1.12M | 2.9% | 13 |
|
|
2023
Q1 | $8.57M | Buy |
79,564
+4,157
| +6% | +$448K | 2.66% | 13 |
|
|
2022
Q4 | $7.96M | Sell |
75,407
-5,943
| -7% | -$627K | 2.67% | 13 |
|
|
2022
Q3 | $8.35M | Sell |
81,350
-17,042
| -17% | -$1.75M | 3.35% | 12 |
|
|
2022
Q2 | $10.5M | Buy |
98,392
+12,967
| +15% | +$1.38M | 3.64% | 12 |
|
|
2022
Q1 | $9.37M | Buy |
85,425
+30,447
| +55% | +$3.34M | 2.81% | 12 |
|
|
2021
Q4 | $6.39M | Buy |
54,978
+17,646
| +47% | +$2.05M | 2.09% | 12 |
|
|
2021
Q3 | $4.34M | Buy |
37,332
+6,983
| +23% | +$811K | 1.38% | 14 |
|
|
2021
Q2 | $3.56M | Buy |
30,349
+11,938
| +65% | +$1.4M | 1.28% | 13 |
|
|
2021
Q1 | $2.14M | Buy |
18,411
+10,984
| +148% | +$1.27M | 0.79% | 17 |
|
|
2020
Q4 | $870K | Buy |
7,427
+1,747
| +31% | +$205K | 0.3% | 26 |
|
|
2020
Q3 | $658K | Buy |
+5,680
| New | +$658K | 0.25% | 28 |
|