Certified Advisory Corp’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 | $851K | Sell |
8,146
-336
| -4% | -$35.1K | 0.09% | 166 |
|
|
2025
Q1 | $894K | Buy |
8,482
+130
| +2% | +$13.7K | 0.1% | 156 |
|
|
2024
Q4 | $890K | Buy |
8,352
+14
| +0.2% | +$1.49K | 0.1% | 153 |
|
|
2024
Q3 | $906K | Buy |
8,338
+147
| +2% | +$16K | 0.1% | 150 |
|
|
2024
Q2 | $873K | Buy |
8,191
+15
| +0.2% | +$1.6K | 0.11% | 142 |
|
|
2024
Q1 | $880K | Buy |
8,176
+638
| +8% | +$68.6K | 0.12% | 136 |
|
|
2023
Q4 | $817K | Sell |
7,538
-244
| -3% | -$26.5K | 0.12% | 142 |
|
|
2023
Q3 | $798K | Sell |
7,782
-877
| -10% | -$89.9K | 0.15% | 125 |
|
|
2023
Q2 | $924K | Buy |
8,659
+1,676
| +24% | +$179K | 0.17% | 116 |
|
|
2023
Q1 | $752K | Buy |
+6,983
| New | +$752K | 0.13% | 142 |
|