Capital Advisors Ltd’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 | $957K | Sell |
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|
2025
Q1 | $992K | Sell |
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|
2024
Q4 | $1.02M | Buy |
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|
2024
Q3 | $1.04M | Buy |
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|
2024
Q2 | $1.02M | Buy |
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|
2024
Q1 | $934K | Buy |
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|
2023
Q4 | $916K | Hold |
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|
2023
Q3 | $867K | Sell |
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|
2023
Q2 | $1.08M | Hold |
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|
2023
Q1 | $1.1M | Sell |
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|
2022
Q4 | $1.22M | Sell |
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|
2022
Q3 | $1.22M | Buy |
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|
2022
Q2 | $603K | Buy |
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|
2022
Q1 | $525K | Sell |
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|
2021
Q4 | $888K | Buy |
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|
2021
Q3 | $556K | Buy |
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|
2021
Q2 | $561K | Buy |
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|
2021
Q1 | $555K | Buy |
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|
2020
Q4 | $560K | Buy |
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|
2020
Q3 | $554K | Buy |
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|
2020
Q2 | $551K | Buy |
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|
2020
Q1 | $539K | Buy |
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|
2019
Q4 | $543K | Sell |
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|
2019
Q3 | $1.27M | Buy |
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|
2019
Q2 | $476K | Sell |
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|
2019
Q1 | $752K | Sell |
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|
2018
Q4 | $2.53M | Buy |
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|
2018
Q3 | $430K | Hold |
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|
2018
Q2 | $435K | Hold |
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|
2018
Q1 | $434K | Sell |
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|
2017
Q4 | $604K | Sell |
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|
2017
Q3 | $630K | Hold |
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|
2017
Q2 | $625K | Sell |
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|
2017
Q1 | $673K | Sell |
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|
2016
Q4 | $674K | Buy |
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|
2016
Q3 | $581K | Hold |
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|
2016
Q2 | $587K | Buy |
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|
2016
Q1 | $515K | Hold |
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|
2015
Q4 | $510K | Sell |
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|
2015
Q3 | $560K | Hold |
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|
2015
Q2 | $553K | Sell |
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|
2015
Q1 | $591K | Hold |
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|
2014
Q4 | $589K | Sell |
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|
2014
Q3 | $710K | Hold |
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|
2014
Q2 | $704K | Hold |
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|
2014
Q1 | $693K | Hold |
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|
2013
Q4 | $672K | Buy |
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