Hilltop Wealth Advisors’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 | $368K | Sell |
3,522
-778
| -18% | -$81.3K | 0.21% | 37 |
|
|
2025
Q1 | $453K | Sell |
4,300
-594
| -12% | -$62.6K | 0.26% | 36 |
|
|
2024
Q4 | $521K | Sell |
4,894
-2,005
| -29% | -$214K | 0.26% | 33 |
|
|
2024
Q3 | $749K | Buy |
6,899
+3,242
| +89% | +$352K | 0.35% | 32 |
|
|
2024
Q2 | $390K | Hold |
3,657
| – | – | 0.2% | 38 |
|
|
2024
Q1 | $393K | Hold |
3,657
| – | – | 0.2% | 38 |
|
|
2023
Q4 | $396K | Buy |
+3,657
| New | +$396K | 0.23% | 32 |
|
|
2022
Q1 | – | Sell |
-124,851
| Closed | -$14.5M | – | 36 |
|
|
2021
Q4 | $14.5M | Sell |
124,851
-51,042
| -29% | -$5.94M | 10.08% | 3 |
|
|
2021
Q3 | $20.4M | Buy |
175,893
+9,939
| +6% | +$1.15M | 14.35% | 2 |
|
|
2021
Q2 | $19.5M | Buy |
165,954
+3,829
| +2% | +$449K | 13.76% | 2 |
|
|
2021
Q1 | $18.8M | Buy |
162,125
+11,101
| +7% | +$1.29M | 14.39% | 2 |
|
|
2020
Q4 | $17.7M | Buy |
151,024
+8,206
| +6% | +$962K | 15.76% | 2 |
|
|
2020
Q3 | $16.6M | Buy |
142,818
+18,940
| +15% | +$2.2M | 16.77% | 2 |
|
|
2020
Q2 | $14.3M | Buy |
123,878
+121,274
| +4,657% | +$14M | 15.65% | 2 |
|
|
2020
Q1 | $294K | Hold |
2,604
| – | – | 0.36% | 17 |
|
|
2019
Q4 | $297K | Buy |
+2,604
| New | +$297K | 0.31% | 22 |
|