Guardian Wealth Advisors (North Carolina)’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 | $1.59M | Buy |
15,229
+811
| +6% | +$84.7K | 0.11% | 106 |
|
|
2025
Q1 | $1.52M | Sell |
14,418
-222
| -2% | -$23.4K | 0.12% | 103 |
|
|
2024
Q4 | $1.56M | Buy |
14,640
+12,311
| +529% | +$1.31M | 0.12% | 102 |
|
|
2024
Q3 | $253K | Buy |
2,329
+1
| +0% | +$109 | 0.03% | 234 |
|
|
2024
Q2 | $248K | Hold |
2,328
| – | – | 0.03% | 224 |
|
|
2024
Q1 | $250K | Buy |
2,328
+1
| +0% | +$108 | 0.03% | 233 |
|
|
2023
Q4 | $252K | Buy |
2,327
+110
| +5% | +$11.9K | 0.04% | 211 |
|
|
2023
Q3 | $227K | Hold |
2,217
| – | – | 0.04% | 218 |
|
|
2023
Q2 | $237K | Hold |
2,217
| – | – | 0.04% | 202 |
|
|
2023
Q1 | $239K | Hold |
2,217
| – | – | 0.04% | 189 |
|
|
2022
Q4 | $234K | Hold |
2,217
| – | – | 0.05% | 180 |
|
|
2022
Q3 | $227K | Hold |
2,217
| – | – | 0.04% | 168 |
|
|
2022
Q2 | $236K | Buy |
+2,217
| New | +$236K | 0.04% | 168 |
|