Columbia Advisory Partners’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 | $435K | Buy |
+4,161
| New | +$435K | 0.33% | 46 |
|
|
2024
Q4 | – | Sell |
-3,034
| Closed | -$330K | – | 69 |
|
|
2024
Q3 | $330K | Buy |
3,034
+792
| +35% | +$86K | 0.31% | 39 |
|
|
2024
Q2 | $239K | Buy |
2,242
+248
| +12% | +$26.4K | 0.23% | 46 |
|
|
2024
Q1 | $215K | Buy |
+1,994
| New | +$215K | 0.22% | 47 |
|
|
2023
Q4 | – | Sell |
-2,635
| Closed | -$270K | – | 69 |
|
|
2023
Q3 | $270K | Sell |
2,635
-9
| -0.3% | -$923 | 0.29% | 48 |
|
|
2023
Q2 | $282K | Sell |
2,644
-146
| -5% | -$15.6K | 0.3% | 44 |
|
|
2023
Q1 | $301K | Buy |
2,790
+368
| +15% | +$39.7K | 0.28% | 46 |
|
|
2022
Q4 | $256K | Sell |
2,422
-73
| -3% | -$7.7K | 0.24% | 51 |
|
|
2022
Q3 | $256K | Hold |
2,495
| – | – | 0.31% | 34 |
|
|
2022
Q2 | $265K | Sell |
2,495
-2,028
| -45% | -$215K | 0.3% | 31 |
|
|
2022
Q1 | $496K | Buy |
4,523
+226
| +5% | +$24.8K | 0.5% | 21 |
|
|
2021
Q4 | $500K | Buy |
+4,297
| New | +$500K | 0.5% | 18 |
|