Checchi Capital Advisers’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 | $1.73M | Sell |
16,601
-7,962
| -32% | -$832K | 0.1% | 131 |
|
|
2025
Q1 | $2.59M | Buy |
24,563
+6,269
| +34% | +$661K | 0.14% | 106 |
|
|
2024
Q4 | $1.95M | Hold |
18,294
| – | – | 0.11% | 123 |
|
|
2024
Q3 | $1.99M | Sell |
18,294
-1
| -0% | -$109 | 0.11% | 119 |
|
|
2024
Q2 | $1.95M | Sell |
18,295
-29
| -0.2% | -$3.09K | 0.1% | 112 |
|
|
2024
Q1 | $1.97M | Buy |
18,324
+2,065
| +13% | +$222K | 0.15% | 115 |
|
|
2023
Q4 | $1.76M | Sell |
16,259
-1,538
| -9% | -$167K | 0.14% | 116 |
|
|
2023
Q3 | $1.82M | Buy |
+17,797
| New | +$1.82M | 0.17% | 111 |
|
|
2022
Q4 | – | Sell |
-12,174
| Closed | -$1.25M | – | 565 |
|
|
2022
Q3 | $1.25M | Hold |
12,174
| – | – | 0.12% | 126 |
|
|
2022
Q2 | $1.32M | Sell |
12,174
-3,500
| -22% | -$380K | 0.11% | 132 |
|
|
2022
Q1 | $1.72M | Buy |
15,674
+4,024
| +35% | +$441K | 0.15% | 99 |
|
|
2021
Q4 | $1.36M | Buy |
11,650
+4,791
| +70% | +$557K | 0.12% | 123 |
|
|
2021
Q3 | $797K | Buy |
6,859
+341
| +5% | +$39.6K | 0.08% | 161 |
|
|
2021
Q2 | $764K | Sell |
6,518
-25
| -0.4% | -$2.93K | 0.08% | 172 |
|
|
2021
Q1 | $759K | Hold |
6,543
| – | – | 0.08% | 169 |
|
|
2020
Q4 | $767K | Buy |
6,543
+1,219
| +23% | +$143K | 0.08% | 160 |
|
|
2020
Q3 | $617K | Hold |
5,324
| – | – | 0.07% | 166 |
|
|
2020
Q2 | $614K | Hold |
5,324
| – | – | 0.07% | 167 |
|
|
2020
Q1 | $602K | Sell |
5,324
-25
| -0.5% | -$2.83K | 0.06% | 139 |
|
|
2019
Q4 | $609K | Hold |
5,349
| – | – | 0.08% | 165 |
|
|
2019
Q3 | $610K | Buy |
5,349
+8
| +0.1% | +$912 | 0.08% | 155 |
|
|
2019
Q2 | $604K | Hold |
5,341
| – | – | 0.08% | 160 |
|
|
2019
Q1 | $594K | Hold |
5,341
| – | – | 0.07% | 154 |
|
|
2018
Q4 | $582K | Buy |
5,341
+2,336
| +78% | +$255K | 0.08% | 140 |
|
|
2018
Q3 | $324K | Sell |
3,005
-1,000
| -25% | -$108K | 0.04% | 291 |
|
|
2018
Q2 | $437K | Buy |
4,005
+1,739
| +77% | +$190K | 0.05% | 216 |
|
|
2018
Q1 | $247K | Buy |
2,266
+12
| +0.5% | +$1.31K | 0.03% | 333 |
|
|
2017
Q4 | $250K | Buy |
+2,254
| New | +$250K | 0.03% | 331 |
|