HBK Sorce Advisory’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $843K | Sell |
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|
2025
Q2 | $960K | Buy |
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|
2025
Q1 | $829K | Sell |
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|
2024
Q4 | $990K | Buy |
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|
2024
Q3 | $849K | Sell |
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|
2024
Q2 | $860K | Sell |
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|
2024
Q1 | $1M | Sell |
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|
2023
Q4 | $1.13M | Buy |
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|
2023
Q3 | $1.02M | Sell |
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|
2023
Q2 | $1.09M | Buy |
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|
2023
Q1 | $1.07M | Sell |
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|
2022
Q4 | $2.13M | Buy |
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|
2022
Q3 | $1.41M | Buy |
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|
2022
Q2 | $1.29M | Sell |
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|
2022
Q1 | $1.36M | Sell |
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|
2021
Q4 | $1.55M | Sell |
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|
2021
Q3 | $1.55M | Buy |
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|
2021
Q2 | $1.55M | Buy |
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|
2021
Q1 | $1.53M | Buy |
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|
2020
Q4 | $1.4M | Sell |
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|
2020
Q3 | $2.12M | Buy |
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|
2020
Q2 | $2.1M | Sell |
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|
2020
Q1 | $2.14M | Buy |
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|
2019
Q4 | $2.16M | Buy |
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|
2019
Q3 | $2.08M | Sell |
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|
2019
Q2 | $2.11M | Sell |
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|
2019
Q1 | $2.09M | Sell |
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|
2018
Q4 | $2.15M | Sell |
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|
2018
Q3 | $2.15M | Sell |
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|
2018
Q2 | $2.19M | Sell |
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|
2018
Q1 | $2.23M | Sell |
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|
2017
Q4 | $2.3M | Buy |
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|
2017
Q3 | $2.3M | Sell |
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|
2017
Q2 | $2.31M | Sell |
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|
2017
Q1 | $2.31M | Sell |
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|
2016
Q4 | $2.37M | Buy |
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|
2016
Q3 | $2.06M | Buy |
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|
2016
Q2 | $2.07M | Buy |
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|
2016
Q1 | $1.99M | Sell |
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|
2015
Q4 | $2.35M | Hold |
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|
2015
Q3 | $2.32M | Sell |
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|
2015
Q2 | $2.49M | Sell |
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|
2015
Q1 | $2.58M | Sell |
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|
2014
Q4 | $2.75M | Sell |
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|
2014
Q3 | $3.02M | Buy |
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|
2014
Q2 | $2.99M | Sell |
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|
2014
Q1 | $2.98M | Sell |
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|
2013
Q4 | $5.91M | Buy |
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|
2013
Q3 | $291K | Sell |
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|
2013
Q2 | $788K | Buy |
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