IFP 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 | $2.58M | Buy |
24,707
+10,389
| +73% | +$1.09M | 0.07% | 300 |
|
|
2025
Q1 | $1.51M | Sell |
14,318
-720
| -5% | -$75.9K | 0.05% | 431 |
|
|
2024
Q4 | $1.6M | Buy |
15,038
+3,236
| +27% | +$345K | 0.05% | 390 |
|
|
2024
Q3 | $1.28M | Buy |
11,802
+2
| +0% | +$217 | 0.05% | 415 |
|
|
2024
Q2 | $1.26M | Sell |
11,800
-857
| -7% | -$91.3K | 0.05% | 383 |
|
|
2024
Q1 | $1.36M | Sell |
12,657
-3,285
| -21% | -$353K | 0.06% | 339 |
|
|
2023
Q4 | $1.73M | Sell |
15,942
-4,307
| -21% | -$467K | 0.08% | 271 |
|
|
2023
Q3 | $2.08M | Sell |
20,249
-3,250
| -14% | -$333K | 0.09% | 221 |
|
|
2023
Q2 | $2.51M | Buy |
23,499
+653
| +3% | +$69.7K | 0.1% | 207 |
|
|
2023
Q1 | $2.48M | Sell |
22,846
-130,479
| -85% | -$14.2M | 0.11% | 197 |
|
|
2022
Q4 | $16.7M | Sell |
153,325
-46,411
| -23% | -$5.05M | 0.45% | 38 |
|
|
2022
Q3 | $21.7M | Buy |
199,736
+40,234
| +25% | +$4.38M | 0.57% | 22 |
|
|
2022
Q2 | $17.4M | Hold |
159,502
| – | – | 0.56% | 21 |
|
|
2022
Q1 | $17.4M | Buy |
159,502
+125,297
| +366% | +$13.6M | 0.56% | 21 |
|
|
2021
Q4 | $3.98M | Buy |
34,205
+618
| +2% | +$71.9K | 0.08% | 150 |
|
|
2021
Q3 | $3.9M | Buy |
33,587
+3,556
| +12% | +$413K | 0.08% | 150 |
|
|
2021
Q2 | $3.51M | Buy |
30,031
+6,828
| +29% | +$799K | 0.07% | 159 |
|
|
2021
Q1 | $2.69M | Buy |
23,203
+2,552
| +12% | +$296K | 0.05% | 177 |
|
|
2020
Q4 | $2.42M | Sell |
20,651
-8,672
| -30% | -$1.02M | 0.1% | 181 |
|
|
2020
Q3 | $3.4M | Sell |
29,323
-2,184
| -7% | -$253K | 0.2% | 96 |
|
|
2020
Q2 | $3.64M | Buy |
31,507
+1,327
| +4% | +$153K | 0.29% | 75 |
|
|
2020
Q1 | $3.47M | Buy |
30,180
+19,935
| +195% | +$2.29M | 0.35% | 65 |
|
|
2019
Q4 | $1.17M | Sell |
10,245
-4,585
| -31% | -$522K | 0.09% | 245 |
|
|
2019
Q3 | $1.69M | Buy |
+14,830
| New | +$1.69M | 0.11% | 207 |
|
|
2019
Q1 | $1.36M | Sell |
12,272
-21,289
| -63% | -$2.36M | 0.19% | 116 |
|
|
2018
Q4 | $3.66M | Sell |
33,561
-11,140
| -25% | -$1.21M | 0.22% | 100 |
|
|
2018
Q3 | $4.83M | Buy |
44,701
+770
| +2% | +$83.1K | 0.2% | 114 |
|
|
2018
Q2 | $4.79M | Buy |
43,931
+2,237
| +5% | +$244K | 0.2% | 112 |
|
|
2018
Q1 | $4.62M | Hold |
41,694
| – | – | 0.21% | 101 |
|
|
2017
Q4 | $4.62M | Sell |
41,694
-459
| -1% | -$50.8K | 0.21% | 101 |
|
|
2017
Q3 | $4.67M | Buy |
42,153
+10,516
| +33% | +$1.17M | 0.19% | 119 |
|
|
2017
Q2 | $3.48M | Buy |
31,637
+477
| +2% | +$52.5K | 0.15% | 155 |
|
|
2017
Q1 | $3.4M | Buy |
31,160
+2,137
| +7% | +$233K | 0.15% | 155 |
|
|
2016
Q4 | $3.14M | Sell |
29,023
-88
| -0.3% | -$9.52K | 0.15% | 150 |
|
|
2016
Q3 | $3.28M | Sell |
29,111
-428
| -1% | -$48.3K | 0.17% | 125 |
|
|
2016
Q2 | $3.37M | Buy |
29,539
+17,267
| +141% | +$1.97M | 0.19% | 109 |
|
|
2016
Q1 | $1.36M | Sell |
12,272
-8,338
| -40% | -$926K | 0.19% | 116 |
|
|
2015
Q4 | $2.28M | Buy |
+20,610
| New | +$2.28M | 0.15% | 144 |
|