Crewe Advisors’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 | $21.8M | Sell |
208,789
-29,032
| -12% | -$3.03M | 3.09% | 11 |
|
|
2025
Q1 | $25.1M | Buy |
237,821
+91,344
| +62% | +$9.63M | 3.52% | 10 |
|
|
2024
Q4 | $15.6M | Buy |
146,477
+5,957
| +4% | +$635K | 2.15% | 14 |
|
|
2024
Q3 | $15.3M | Buy |
140,520
+22,910
| +19% | +$2.49M | 1.77% | 13 |
|
|
2024
Q2 | $12.5M | Buy |
117,610
+12,092
| +11% | +$1.29M | 1.4% | 20 |
|
|
2024
Q1 | $11.4M | Buy |
105,518
+36,099
| +52% | +$3.88M | 1.32% | 20 |
|
|
2023
Q4 | $7.53M | Buy |
69,419
+15,953
| +30% | +$1.73M | 1.19% | 19 |
|
|
2023
Q3 | $5.48M | Buy |
53,466
+12,478
| +30% | +$1.28M | 0.95% | 20 |
|
|
2023
Q2 | $4.37M | Buy |
40,988
+14,283
| +53% | +$1.52M | 0.61% | 29 |
|
|
2023
Q1 | $2.88M | Buy |
26,705
+9,523
| +55% | +$1.03M | 0.42% | 34 |
|
|
2022
Q4 | $1.81M | Buy |
17,182
+11,502
| +203% | +$1.21M | 0.29% | 40 |
|
|
2022
Q3 | $583K | Buy |
5,680
+2,097
| +59% | +$215K | 0.11% | 66 |
|
|
2022
Q2 | $381K | Buy |
3,583
+450
| +14% | +$47.9K | 0.08% | 74 |
|
|
2022
Q1 | $344K | Buy |
3,133
+1,190
| +61% | +$131K | 0.07% | 74 |
|
|
2021
Q4 | $226K | Buy |
1,943
+495
| +34% | +$57.6K | 0.05% | 80 |
|
|
2021
Q3 | $168K | Hold |
1,448
| – | – | 0.04% | 81 |
|
|
2021
Q2 | $170K | Buy |
1,448
+475
| +49% | +$55.8K | 0.04% | 78 |
|
|
2021
Q1 | $113K | Buy |
973
+490
| +101% | +$56.9K | 0.03% | 98 |
|
|
2020
Q4 | $57K | Hold |
483
| – | – | 0.02% | 131 |
|
|
2020
Q3 | $56K | Sell |
483
-300
| -38% | -$34.8K | 0.03% | 120 |
|
|
2020
Q2 | $90K | Hold |
783
| – | – | 0.04% | 81 |
|
|
2020
Q1 | $88K | Hold |
783
| – | – | 0.05% | 67 |
|
|
2019
Q4 | $89K | Sell |
783
-350
| -31% | -$39.8K | 0.04% | 85 |
|
|
2019
Q3 | $129K | Sell |
1,133
-49
| -4% | -$5.58K | 0.06% | 70 |
|
|
2019
Q2 | $134K | Sell |
1,182
-3,951
| -77% | -$448K | 0.04% | 98 |
|
|
2019
Q1 | $571K | Buy |
5,133
+92
| +2% | +$10.2K | 0.18% | 27 |
|
|
2018
Q4 | $550K | Hold |
5,041
| – | – | 0.17% | 30 |
|
|
2018
Q3 | $544K | Buy |
5,041
+93
| +2% | +$10K | 0.46% | 26 |
|
|
2018
Q2 | $540K | Sell |
4,948
-573
| -10% | -$62.5K | 0.5% | 24 |
|
|
2018
Q1 | $601K | Buy |
5,521
+1,190
| +27% | +$130K | 0.59% | 20 |
|
|
2017
Q4 | $480K | Buy |
+4,331
| New | +$480K | 0.47% | 27 |
|