EA
Efficient 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 | $360K | Sell |
3,442
-4,936
| -59% | -$516K | 0.02% | 88 |
|
|
2025
Q1 | $883K | Sell |
8,378
-1,027
| -11% | -$108K | 0.06% | 47 |
|
|
2024
Q4 | $1M | Sell |
9,405
-953
| -9% | -$102K | 0.06% | 48 |
|
|
2024
Q3 | $1.13M | Sell |
10,358
-686
| -6% | -$74.5K | 0.07% | 48 |
|
|
2024
Q2 | $1.18M | Sell |
11,044
-916
| -8% | -$97.6K | 0.08% | 48 |
|
|
2024
Q1 | $1.29M | Sell |
11,960
-33
| -0.3% | -$3.55K | 0.08% | 48 |
|
|
2023
Q4 | $1.3M | Sell |
11,993
-608
| -5% | -$65.9K | 0.09% | 48 |
|
|
2023
Q3 | $1.29M | Sell |
12,601
-345
| -3% | -$35.4K | 0.09% | 48 |
|
|
2023
Q2 | $1.38M | Sell |
12,946
-247
| -2% | -$26.4K | 0.09% | 48 |
|
|
2023
Q1 | $1.42M | Sell |
13,193
-200
| -1% | -$21.5K | 0.1% | 46 |
|
|
2022
Q4 | $1.41M | Sell |
13,393
-190
| -1% | -$20K | 0.14% | 41 |
|
|
2022
Q3 | $1.39M | Sell |
13,583
-60
| -0.4% | -$6.15K | 0.12% | 37 |
|
|
2022
Q2 | $1.45M | Sell |
13,643
-635
| -4% | -$67.5K | 0.12% | 37 |
|
|
2022
Q1 | $1.57M | Sell |
14,278
-392
| -3% | -$43K | 0.12% | 37 |
|
|
2021
Q4 | $1.71M | Buy |
14,670
+14
| +0.1% | +$1.63K | 0.12% | 37 |
|
|
2021
Q3 | $1.7M | Sell |
14,656
-809
| -5% | -$94K | 0.16% | 37 |
|
|
2021
Q2 | $1.81M | Buy |
15,465
+763
| +5% | +$89.4K | 0.22% | 37 |
|
|
2021
Q1 | $1.71M | Sell |
14,702
-3,133
| -18% | -$364K | 0.23% | 37 |
|
|
2020
Q4 | $2.09M | Sell |
17,835
-813
| -4% | -$95.3K | 0.32% | 37 |
|
|
2020
Q3 | $2.16M | Sell |
18,648
-2,112
| -10% | -$245K | 0.4% | 23 |
|
|
2020
Q2 | $2.4M | Sell |
20,760
-948
| -4% | -$109K | 0.44% | 23 |
|
|
2020
Q1 | $2.45M | Sell |
21,708
-1,671
| -7% | -$189K | 0.51% | 23 |
|
|
2019
Q4 | $2.66M | Buy |
23,379
+61
| +0.3% | +$6.95K | 0.46% | 23 |
|
|
2019
Q3 | $2.66M | Sell |
23,318
-929
| -4% | -$106K | 0.49% | 23 |
|
|
2019
Q2 | $2.74M | Buy |
24,247
+2,098
| +9% | +$237K | 0.48% | 23 |
|
|
2019
Q1 | $2.46M | Buy |
22,149
+827
| +4% | +$92K | 0.43% | 25 |
|
|
2018
Q4 | $2.33M | Sell |
21,322
-251
| -1% | -$27.4K | 0.43% | 25 |
|
|
2018
Q3 | $2.33M | Sell |
21,573
-492
| -2% | -$53.1K | 0.4% | 25 |
|
|
2018
Q2 | $2.41M | Buy |
22,065
+1,545
| +8% | +$168K | 0.41% | 25 |
|
|
2018
Q1 | $2.24M | Buy |
20,520
+695
| +4% | +$75.7K | 0.38% | 25 |
|
|
2017
Q4 | $2.2M | Buy |
19,825
+883
| +5% | +$97.8K | 0.37% | 25 |
|
|
2017
Q3 | $2.1M | Sell |
18,942
-15,323
| -45% | -$1.7M | 0.36% | 26 |
|
|
2017
Q2 | $3.77M | Sell |
34,265
-3,973
| -10% | -$437K | 0.56% | 26 |
|
|
2017
Q1 | $4.17M | Buy |
38,238
+4,508
| +13% | +$491K | 0.58% | 26 |
|
|
2016
Q4 | $3.65M | Buy |
33,730
+1,154
| +4% | +$125K | 0.52% | 27 |
|
|
2016
Q3 | $3.67M | Buy |
32,576
+22,190
| +214% | +$2.5M | 0.54% | 28 |
|
|
2016
Q2 | $1.18M | Buy |
10,386
+8,213
| +378% | +$935K | 0.19% | 47 |
|
|
2016
Q1 | $243K | Buy |
+2,173
| New | +$243K | 0.04% | 58 |
|