First National Bank of Mount Dora’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 | $1.48M | Sell |
14,126
-1,103
| -7% | -$115K | 0.33% | 58 |
|
|
2025
Q1 | $1.61M | Hold |
15,229
| – | – | 0.39% | 57 |
|
|
2024
Q4 | $1.62M | Buy |
15,229
+1,439
| +10% | +$153K | 0.38% | 64 |
|
|
2024
Q3 | $1.5M | Sell |
13,790
-372
| -3% | -$40.4K | 0.34% | 66 |
|
|
2024
Q2 | $1.51M | Sell |
14,162
-238
| -2% | -$25.4K | 0.36% | 72 |
|
|
2024
Q1 | $1.55M | Sell |
14,400
-2,190
| -13% | -$236K | 0.38% | 69 |
|
|
2023
Q4 | $1.8M | Buy |
16,590
+257
| +2% | +$27.9K | 0.48% | 63 |
|
|
2023
Q3 | $1.67M | Sell |
16,333
-1,020
| -6% | -$105K | 0.5% | 62 |
|
|
2023
Q2 | $1.85M | Buy |
17,353
+710
| +4% | +$75.8K | 0.53% | 61 |
|
|
2023
Q1 | $1.79M | Buy |
16,643
+2,387
| +17% | +$257K | 0.54% | 58 |
|
|
2022
Q4 | $1.5M | Sell |
14,256
-109,983
| -89% | -$11.6M | 0.5% | 60 |
|
|
2022
Q3 | $12.7M | Sell |
124,239
-9,558
| -7% | -$981K | 4.51% | 1 |
|
|
2022
Q2 | $14.2M | Sell |
133,797
-5,088
| -4% | -$541K | 4.89% | 1 |
|
|
2022
Q1 | $15.2M | Buy |
138,885
+3,782
| +3% | +$415K | 4.59% | 1 |
|
|
2021
Q4 | $15.7M | Buy |
135,103
+15,025
| +13% | +$1.75M | 4.63% | 2 |
|
|
2021
Q3 | $13.9M | Buy |
120,078
+16,413
| +16% | +$1.91M | 4.59% | 1 |
|
|
2021
Q2 | $12.2M | Sell |
103,665
-1
| -0% | -$117 | 3.99% | 1 |
|
|
2021
Q1 | $12M | Buy |
103,666
+8,862
| +9% | +$1.03M | 4.19% | 1 |
|
|
2020
Q4 | $11.1M | Buy |
94,804
+42,229
| +80% | +$4.95M | 4.02% | 1 |
|
|
2020
Q3 | $6.1M | Buy |
52,575
+3,559
| +7% | +$413K | 2.52% | 8 |
|
|
2020
Q2 | $5.66M | Hold |
49,016
| – | – | 2.57% | 7 |
|
|
2020
Q1 | $5.54M | Buy |
49,016
+20,698
| +73% | +$2.34M | 2.93% | 6 |
|
|
2019
Q4 | $3.23M | Buy |
+28,318
| New | +$3.23M | 1.36% | 37 |
|