IFG Advisory’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 | $2.49M | Buy |
23,848
+3,966
| +20% | +$414K | 0.13% | 197 |
|
|
2025
Q1 | $2.1M | Buy |
19,882
+2,557
| +15% | +$270K | 0.12% | 210 |
|
|
2024
Q4 | $1.85M | Buy |
17,325
+943
| +6% | +$100K | 0.1% | 212 |
|
|
2024
Q3 | $1.78M | Buy |
16,382
+2,846
| +21% | +$309K | 0.11% | 212 |
|
|
2024
Q2 | $1.44M | Buy |
13,536
+3,481
| +35% | +$371K | 0.09% | 235 |
|
|
2024
Q1 | $1.08M | Buy |
10,055
+1,270
| +14% | +$137K | 0.08% | 244 |
|
|
2023
Q4 | $952K | Buy |
8,785
+2,900
| +49% | +$314K | 0.07% | 250 |
|
|
2023
Q3 | $603K | Buy |
+5,885
| New | +$603K | 0.05% | 309 |
|
|
2023
Q2 | – | Sell |
-6,448
| Closed | -$695K | – | 439 |
|
|
2023
Q1 | $695K | Buy |
6,448
+26
| +0.4% | +$2.8K | 0.07% | 266 |
|
|
2022
Q4 | $677K | Sell |
6,422
-10,365
| -62% | -$1.09M | 0.07% | 266 |
|
|
2022
Q3 | $1.72M | Buy |
16,787
+8,859
| +112% | +$909K | 0.16% | 139 |
|
|
2022
Q2 | $842K | Sell |
7,928
-2,621
| -25% | -$278K | 0.09% | 218 |
|
|
2022
Q1 | $1.16M | Sell |
10,549
-2,222
| -17% | -$243K | 0.12% | 191 |
|
|
2021
Q4 | $1.49M | Sell |
12,771
-452
| -3% | -$52.6K | 0.14% | 163 |
|
|
2021
Q3 | $1.54M | Sell |
13,223
-2,188
| -14% | -$254K | 0.17% | 155 |
|
|
2021
Q2 | $1.81M | Buy |
15,411
+5,066
| +49% | +$594K | 0.2% | 128 |
|
|
2021
Q1 | $1.2M | Buy |
10,345
+2,866
| +38% | +$332K | 0.15% | 164 |
|
|
2020
Q4 | $876K | Sell |
7,479
-274
| -4% | -$32.1K | 0.12% | 187 |
|
|
2020
Q3 | $898K | Buy |
7,753
+1,051
| +16% | +$122K | 0.15% | 168 |
|
|
2020
Q2 | $773K | Sell |
6,702
-104
| -2% | -$12K | 0.14% | 176 |
|
|
2020
Q1 | $769K | Buy |
6,806
+163
| +2% | +$18.4K | 0.17% | 145 |
|
|
2019
Q4 | $756K | Buy |
6,643
+3,898
| +142% | +$444K | 0.14% | 176 |
|
|
2019
Q3 | $313K | Sell |
2,745
-581
| -17% | -$66.2K | 0.06% | 293 |
|
|
2019
Q2 | $376K | Buy |
3,326
+3
| +0.1% | +$339 | 0.07% | 236 |
|
|
2019
Q1 | $369K | Sell |
3,323
-27
| -0.8% | -$3K | 0.07% | 236 |
|
|
2018
Q4 | $365K | Sell |
3,350
-237
| -7% | -$25.8K | 0.09% | 221 |
|
|
2018
Q3 | $387K | Sell |
3,587
-93
| -3% | -$10K | 0.07% | 253 |
|
|
2018
Q2 | $401K | Sell |
3,680
-271
| -7% | -$29.5K | 0.08% | 228 |
|
|
2018
Q1 | $430K | Buy |
3,951
+2
| +0.1% | +$218 | 0.1% | 204 |
|
|
2017
Q4 | $437K | Buy |
+3,949
| New | +$437K | 0.1% | 194 |
|