IAN
Integrated Advisors Network’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 | $14.2M | Buy |
135,969
+5,794
| +4% | +$605K | 0.64% | 27 |
|
|
2025
Q1 | $13.7M | Buy |
130,175
+21,509
| +20% | +$2.27M | 0.69% | 22 |
|
|
2024
Q4 | $11.6M | Buy |
108,666
+22,797
| +27% | +$2.43M | 0.55% | 32 |
|
|
2024
Q3 | $9.33M | Sell |
85,869
-10,621
| -11% | -$1.15M | 0.44% | 49 |
|
|
2024
Q2 | $10.3M | Sell |
96,490
-2,786
| -3% | -$297K | 0.53% | 33 |
|
|
2024
Q1 | $10.7M | Buy |
99,276
+33,836
| +52% | +$3.64M | 0.54% | 34 |
|
|
2023
Q4 | $7.09M | Sell |
65,440
-23,067
| -26% | -$2.5M | 0.4% | 62 |
|
|
2023
Q3 | $9.08M | Buy |
88,507
+11,501
| +15% | +$1.18M | 0.55% | 36 |
|
|
2023
Q2 | $8.22M | Buy |
77,006
+3,902
| +5% | +$416K | 0.47% | 42 |
|
|
2023
Q1 | $7.88M | Buy |
73,104
+46,412
| +174% | +$5M | 0.47% | 45 |
|
|
2022
Q4 | $2.82M | Sell |
26,692
-139,264
| -84% | -$14.7M | 0.18% | 154 |
|
|
2022
Q3 | $17M | Buy |
165,956
+12,211
| +8% | +$1.25M | 1.16% | 12 |
|
|
2022
Q2 | $16.4M | Buy |
153,745
+17,904
| +13% | +$1.9M | 1.06% | 15 |
|
|
2022
Q1 | $14.9M | Sell |
135,841
-98,815
| -42% | -$10.8M | 0.87% | 20 |
|
|
2021
Q4 | $27.3M | Buy |
234,656
+86,330
| +58% | +$10M | 1.61% | 6 |
|
|
2021
Q3 | $17.2M | Buy |
148,326
+24,160
| +19% | +$2.81M | 1.14% | 14 |
|
|
2021
Q2 | $14.6M | Buy |
124,166
+1,547
| +1% | +$181K | 1.07% | 13 |
|
|
2021
Q1 | $14.2M | Sell |
122,619
-6,928
| -5% | -$804K | 1.3% | 10 |
|
|
2020
Q4 | $15.2M | Sell |
129,547
-784
| -0.6% | -$91.9K | 1.66% | 6 |
|
|
2020
Q3 | $15.1M | Buy |
130,331
+19,016
| +17% | +$2.2M | 1.91% | 6 |
|
|
2020
Q2 | $12.8M | Buy |
111,315
+20,909
| +23% | +$2.41M | 1.51% | 12 |
|
|
2020
Q1 | $10.2M | Buy |
90,406
+29,692
| +49% | +$3.36M | 2% | 6 |
|
|
2019
Q4 | $6.92M | Buy |
+60,714
| New | +$6.92M | 0.93% | 15 |
|