CIA
Concurrent Investment Advisors’s iShares National Muni Bond ETF MUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.95M | Buy |
37,825
+5,358
| +17% | +$560K | 0.08% | 266 |
|
|
2025
Q1 | $3.42M | Buy |
32,467
+9,700
| +43% | +$1.02M | 0.08% | 246 |
|
|
2024
Q4 | $2.43M | Buy |
22,767
+1,066
| +5% | +$114K | 0.07% | 283 |
|
|
2024
Q3 | $2.36M | Sell |
21,701
-35
| -0.2% | -$3.8K | 0.07% | 267 |
|
|
2024
Q2 | $2.32M | Sell |
21,736
-523
| -2% | -$55.7K | 0.08% | 238 |
|
|
2024
Q1 | $2.4M | Buy |
22,259
+2,643
| +13% | +$284K | 0.1% | 212 |
|
|
2023
Q4 | $2.13M | Buy |
+19,616
| New | +$2.13M | 0.1% | 220 |
|