Independent Advisor Alliance’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 | $2.45M | Sell |
23,403
-11,505
| -33% | -$1.2M | 0.07% | 237 |
|
2025
Q1 | $3.68M | Sell |
34,908
-92,443
| -73% | -$9.75M | 0.12% | 154 |
|
2024
Q4 | $13.6M | Buy |
127,351
+122,710
| +2,644% | +$13.1M | 0.18% | 121 |
|
2024
Q3 | $504K | Buy |
+4,641
| New | +$504K | 0.02% | 458 |
|
2020
Q1 | – | Sell |
-77,014
| Closed | -$8.77M | – | 681 |
|
2019
Q4 | $8.77M | Buy |
+77,014
| New | +$8.77M | 0.38% | 59 |
|