IA
IFG Advisors’s iShares National Muni Bond ETF MUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.15M | Buy |
20,540
+560
| +3% | +$58.5K | 0.36% | 36 |
|
|
2025
Q1 | $2.11M | Buy |
19,980
+4,615
| +30% | +$487K | 0.41% | 31 |
|
|
2024
Q4 | $1.64M | Buy |
15,365
+1,483
| +11% | +$158K | 0.33% | 39 |
|
|
2024
Q3 | $1.51M | Buy |
13,882
+2,984
| +27% | +$324K | 0.32% | 37 |
|
|
2024
Q2 | $1.16M | Buy |
10,898
+1,945
| +22% | +$207K | 0.27% | 43 |
|
|
2024
Q1 | $963K | Buy |
8,953
+1,008
| +13% | +$108K | 0.25% | 42 |
|
|
2023
Q4 | $861K | Buy |
7,945
+240
| +3% | +$26K | 0.25% | 42 |
|
|
2023
Q3 | $790K | Sell |
7,705
-760
| -9% | -$77.9K | 0.28% | 40 |
|
|
2023
Q2 | $903K | Buy |
8,465
+300
| +4% | +$32K | 0.32% | 38 |
|
|
2023
Q1 | $880K | Sell |
8,165
-225
| -3% | -$24.2K | 0.35% | 36 |
|
|
2022
Q4 | $885K | Sell |
8,390
-448
| -5% | -$47.3K | 0.39% | 36 |
|
|
2022
Q3 | $907K | Sell |
8,838
-5,985
| -40% | -$614K | 0.46% | 30 |
|
|
2022
Q2 | $1.58M | Sell |
14,823
-4,942
| -25% | -$526K | 0.8% | 22 |
|
|
2022
Q1 | $2.17M | Sell |
19,765
-75,697
| -79% | -$8.3M | 0.96% | 18 |
|
|
2021
Q4 | $11.1M | Sell |
95,462
-30,496
| -24% | -$3.55M | 4.7% | 7 |
|
|
2021
Q3 | $14.6M | Buy |
125,958
+7,013
| +6% | +$815K | 6.71% | 4 |
|
|
2021
Q2 | $13.9M | Buy |
118,945
+10,792
| +10% | +$1.26M | 6.64% | 4 |
|
|
2021
Q1 | $12.6M | Buy |
108,153
+23,491
| +28% | +$2.73M | 6.87% | 5 |
|
|
2020
Q4 | $9.92M | Buy |
84,662
+4,608
| +6% | +$540K | 6.15% | 5 |
|
|
2020
Q3 | $9.28M | Buy |
80,054
+7,314
| +10% | +$848K | 6.56% | 4 |
|
|
2020
Q2 | $8.39M | Sell |
72,740
-1,241
| -2% | -$143K | 6.63% | 5 |
|
|
2020
Q1 | $8.36M | Buy |
73,981
+5,035
| +7% | +$569K | 8.26% | 3 |
|
|
2019
Q4 | $7.85M | Buy |
68,946
+30,319
| +78% | +$3.45M | 6.48% | 5 |
|
|
2019
Q3 | $4.41M | Buy |
+38,627
| New | +$4.41M | 4.1% | 9 |
|