Icon 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 | $28.6M | Buy |
273,566
+38,286
| +16% | +$4M | 2.04% | 10 |
|
|
2025
Q1 | $24.8M | Sell |
235,280
-2,627
| -1% | -$277K | 2.04% | 11 |
|
|
2024
Q4 | $25.3M | Sell |
237,907
-13,941
| -6% | -$1.49M | 2.09% | 11 |
|
|
2024
Q3 | $27.4M | Sell |
251,848
-518
| -0.2% | -$56.3K | 2.28% | 11 |
|
|
2024
Q2 | $27.2M | Buy |
252,366
+9,376
| +4% | +$1.01M | 2.42% | 9 |
|
|
2024
Q1 | $26.1M | Sell |
242,990
-3,872
| -2% | -$417K | 2.43% | 6 |
|
|
2023
Q4 | $26.8M | Buy |
+246,862
| New | +$26.8M | 2.79% | 5 |
|
|
2022
Q4 | $19.1M | Sell |
180,650
-26,456
| -13% | -$2.79M | 2.19% | 9 |
|
|
2022
Q3 | $21.2M | Buy |
+207,106
| New | +$21.2M | 2.58% | 4 |
|