CA
Cumberland 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 | $302K | Sell |
2,890
-375
| -11% | -$39.2K | 0.13% | 39 |
|
|
2025
Q1 | $344K | Buy |
3,265
+60
| +2% | +$6.33K | 0.16% | 38 |
|
|
2024
Q4 | $341K | Buy |
3,205
+295
| +10% | +$31.4K | 0.14% | 39 |
|
|
2024
Q3 | $316K | Buy |
2,910
+10
| +0.3% | +$1.09K | 0.13% | 40 |
|
|
2024
Q2 | $309K | Buy |
2,900
+150
| +5% | +$16K | 0.13% | 44 |
|
|
2024
Q1 | $296K | Sell |
2,750
-2,010
| -42% | -$216K | 0.11% | 49 |
|
|
2023
Q4 | $516K | Buy |
4,760
+1,040
| +28% | +$113K | 0.22% | 42 |
|
|
2023
Q3 | $381K | Buy |
3,720
+20
| +0.5% | +$2.05K | 0.17% | 46 |
|
|
2023
Q2 | $395K | Buy |
3,700
+420
| +13% | +$44.8K | 0.18% | 47 |
|
|
2023
Q1 | $353K | Sell |
3,280
-730
| -18% | -$78.7K | 0.15% | 50 |
|
|
2022
Q4 | $423K | Buy |
4,010
+560
| +16% | +$59.1K | 0.18% | 49 |
|
|
2022
Q3 | $354K | Buy |
3,450
+1,225
| +55% | +$126K | 0.14% | 47 |
|
|
2022
Q2 | $237K | Buy |
+2,225
| New | +$237K | 0.08% | 51 |
|
|
2020
Q2 | $2.18M | Buy |
18,896
+790
| +4% | +$91.2K | 0.83% | 24 |
|
|
2020
Q1 | $2.05M | Hold |
18,106
| – | – | 0.83% | 22 |
|
|
2019
Q4 | $2.06M | Hold |
18,106
| – | – | 0.71% | 29 |
|
|
2019
Q3 | $2.07M | Hold |
18,106
| – | – | 0.58% | 32 |
|
|
2019
Q2 | $2.05M | Buy |
+18,106
| New | +$2.05M | 0.69% | 30 |
|