Davidson Investment 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 | $5.8M | Sell |
55,502
-1,123
| -2% | -$117K | 0.26% | 84 |
|
|
2025
Q1 | $5.97M | Buy |
56,625
+7,197
| +15% | +$759K | 0.29% | 84 |
|
|
2024
Q4 | $5.27M | Sell |
49,428
-4,303
| -8% | -$458K | 0.26% | 83 |
|
|
2024
Q3 | $5.84M | Sell |
53,731
-2,169
| -4% | -$236K | 0.28% | 83 |
|
|
2024
Q2 | $5.96M | Sell |
55,900
-4,626
| -8% | -$493K | 0.31% | 81 |
|
|
2024
Q1 | $6.51M | Sell |
60,526
-10,193
| -14% | -$1.1M | 0.34% | 81 |
|
|
2023
Q4 | $7.67M | Sell |
70,719
-5,063
| -7% | -$549K | 0.44% | 77 |
|
|
2023
Q3 | $7.77M | Sell |
75,782
-3,325
| -4% | -$341K | 0.5% | 75 |
|
|
2023
Q2 | $8.44M | Sell |
79,107
-6,131
| -7% | -$654K | 0.53% | 73 |
|
|
2023
Q1 | $9.18M | Buy |
+85,238
| New | +$9.18M | 0.6% | 71 |
|