Financial Advocates Investment Management’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 | $5.02M | Sell |
48,064
-1,623
| -3% | -$170K | 0.41% | 49 |
|
|
2025
Q1 | $5.24M | Buy |
49,687
+11,105
| +29% | +$1.17M | 0.37% | 55 |
|
|
2024
Q4 | $4.11M | Sell |
38,582
-1,192
| -3% | -$127K | 0.23% | 90 |
|
|
2024
Q3 | $4.32M | Buy |
39,774
+170
| +0.4% | +$18.5K | 0.24% | 96 |
|
|
2024
Q2 | $4.22M | Buy |
39,604
+14,405
| +57% | +$1.53M | 0.26% | 88 |
|
|
2024
Q1 | $2.63M | Sell |
25,199
-6,606
| -21% | -$689K | 0.15% | 147 |
|
|
2023
Q4 | $3.42M | Sell |
31,805
-840
| -3% | -$90.3K | 0.22% | 108 |
|
|
2023
Q3 | $3.35M | Buy |
32,645
+397
| +1% | +$40.7K | 0.24% | 104 |
|
|
2023
Q2 | $3.44M | Sell |
32,248
-1
| -0% | -$107 | 0.25% | 101 |
|
|
2023
Q1 | $3.47M | Sell |
32,249
-539
| -2% | -$58.1K | 0.25% | 91 |
|
|
2022
Q4 | $3.46M | Buy |
32,788
+22,366
| +215% | +$2.36M | 0.26% | 94 |
|
|
2022
Q3 | $1.07M | Sell |
10,422
-13,545
| -57% | -$1.39M | 0.09% | 236 |
|
|
2022
Q2 | $2.55M | Sell |
23,967
-6,449
| -21% | -$686K | 0.21% | 124 |
|
|
2022
Q1 | $3.34M | Buy |
30,416
+19,606
| +181% | +$2.15M | 0.22% | 110 |
|
|
2021
Q4 | $1.25M | Sell |
10,810
-11,306
| -51% | -$1.31M | 0.08% | 280 |
|
|
2021
Q3 | $2.57M | Sell |
22,116
-343
| -2% | -$39.8K | 0.17% | 143 |
|
|
2021
Q2 | $2.63M | Sell |
22,459
-3,692
| -14% | -$433K | 0.18% | 136 |
|
|
2021
Q1 | $3.04M | Buy |
26,151
+6,408
| +32% | +$744K | 0.22% | 101 |
|
|
2020
Q4 | $2.24M | Buy |
19,743
+1,105
| +6% | +$125K | 0.15% | 149 |
|
|
2020
Q3 | $2.16M | Sell |
18,638
-1,771
| -9% | -$205K | 0.18% | 112 |
|
|
2020
Q2 | $2.35M | Buy |
20,409
+1,028
| +5% | +$118K | 0.22% | 103 |
|
|
2020
Q1 | $2.19M | Sell |
19,381
-2,189
| -10% | -$247K | 0.31% | 78 |
|
|
2019
Q4 | $2.46M | Sell |
21,570
-590
| -3% | -$67.2K | 0.26% | 99 |
|
|
2019
Q3 | $2.53M | Buy |
22,160
+591
| +3% | +$67.4K | 0.29% | 93 |
|
|
2019
Q2 | $2.44M | Buy |
21,569
+1,682
| +8% | +$190K | 0.28% | 91 |
|
|
2019
Q1 | $2.21M | Buy |
19,887
+4,238
| +27% | +$471K | 0.28% | 101 |
|
|
2018
Q4 | $1.71M | Buy |
15,649
+11,121
| +246% | +$1.21M | 0.23% | 115 |
|
|
2018
Q3 | $489K | Sell |
4,528
-897
| -17% | -$96.9K | 0.05% | 287 |
|
|
2018
Q2 | $590K | Sell |
5,425
-930
| -15% | -$101K | 0.07% | 244 |
|
|
2018
Q1 | $692K | Sell |
6,355
-3,841
| -38% | -$418K | 0.09% | 215 |
|
|
2017
Q4 | $1.13M | Buy |
+10,196
| New | +$1.13M | 0.15% | 145 |
|