IFA
Interactive Financial 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 | $354K | Sell |
3,390
-56
| -2% | -$5.85K | 0.17% | 70 |
|
|
2025
Q1 | $363K | Sell |
3,446
-32
| -0.9% | -$3.37K | 0.19% | 69 |
|
|
2024
Q4 | $371K | Sell |
3,478
-26
| -0.7% | -$2.77K | 0.19% | 70 |
|
|
2024
Q3 | $381K | Sell |
3,504
-79
| -2% | -$8.58K | 0.2% | 69 |
|
|
2024
Q2 | $382K | Sell |
3,583
-331
| -8% | -$35.3K | 0.21% | 66 |
|
|
2024
Q1 | $421K | Sell |
3,914
-8,114
| -67% | -$873K | 0.23% | 63 |
|
|
2023
Q4 | $291K | Buy |
12,028
+8,044
| +202% | +$195K | 0.16% | 72 |
|
|
2023
Q3 | $409K | Sell |
3,984
-281
| -7% | -$28.8K | 0.28% | 56 |
|
|
2023
Q2 | $455K | Sell |
4,265
-2,891
| -40% | -$309K | 0.31% | 58 |
|
|
2023
Q1 | $771K | Sell |
7,156
-38
| -0.5% | -$4.09K | 0.49% | 39 |
|
|
2022
Q4 | $759K | Buy |
7,194
+3,139
| +77% | +$331K | 0.46% | 43 |
|
|
2022
Q3 | $416K | Buy |
4,055
+3,916
| +2,817% | +$402K | 0.24% | 60 |
|
|
2022
Q2 | $15K | Sell |
139
-8,520
| -98% | -$919K | 0.01% | 132 |
|
|
2022
Q1 | $949K | Buy |
8,659
+366
| +4% | +$40.1K | 0.44% | 40 |
|
|
2021
Q4 | $964K | Buy |
8,293
+1,513
| +22% | +$176K | 0.37% | 44 |
|
|
2021
Q3 | $788K | Buy |
6,780
+576
| +9% | +$66.9K | 0.34% | 49 |
|
|
2021
Q2 | $728K | Buy |
6,204
+6,056
| +4,092% | +$711K | 0.3% | 51 |
|
|
2021
Q1 | $17K | Sell |
148
-5,950
| -98% | -$683K | 0.01% | 145 |
|
|
2020
Q4 | $715K | Sell |
6,098
-951
| -13% | -$112K | 0.33% | 45 |
|
|
2020
Q3 | $817K | Buy |
7,049
+2,448
| +53% | +$284K | 0.41% | 40 |
|
|
2020
Q2 | $531K | Buy |
4,601
+4,090
| +800% | +$472K | 0.26% | 42 |
|
|
2020
Q1 | $58K | Sell |
511
-4,449
| -90% | -$505K | 0.05% | 67 |
|
|
2019
Q4 | $565K | Sell |
4,960
-1,160
| -19% | -$132K | 0.25% | 49 |
|
|
2019
Q3 | $698K | Sell |
6,120
-559
| -8% | -$63.8K | 0.32% | 39 |
|
|
2019
Q2 | $755K | Sell |
6,679
-4,433
| -40% | -$501K | 0.35% | 39 |
|
|
2019
Q1 | $1.24M | Buy |
11,112
+10,607
| +2,100% | +$1.18M | 0.6% | 26 |
|
|
2018
Q4 | $55K | Sell |
505
-139
| -22% | -$15.1K | 0.03% | 67 |
|
|
2018
Q3 | $70K | Sell |
644
-6,120
| -90% | -$665K | 0.03% | 85 |
|
|
2018
Q2 | $738K | Buy |
6,764
+2,165
| +47% | +$236K | 0.35% | 37 |
|
|
2018
Q1 | $501K | Buy |
4,599
+1,202
| +35% | +$131K | 0.24% | 43 |
|
|
2017
Q4 | $376K | Buy |
3,397
+2,809
| +478% | +$311K | 0.17% | 53 |
|
|
2017
Q3 | $65K | Buy |
588
+1
| +0.2% | +$111 | 0.03% | 78 |
|
|
2017
Q2 | $65K | Sell |
587
-1
| -0.2% | -$111 | 0.03% | 75 |
|
|
2017
Q1 | $64K | Sell |
588
-70
| -11% | -$7.62K | 0.03% | 79 |
|
|
2016
Q4 | $71K | Sell |
658
-2,524
| -79% | -$272K | 0.04% | 78 |
|
|
2016
Q3 | $359K | Sell |
3,182
-3,660
| -53% | -$413K | 0.18% | 51 |
|
|
2016
Q2 | $779K | Sell |
6,842
-50,188
| -88% | -$5.71M | 0.41% | 37 |
|
|
2016
Q1 | $6.37M | Buy |
57,030
+15,364
| +37% | +$1.72M | 3.91% | 9 |
|
|
2015
Q4 | $4.61M | Buy |
41,666
+22,721
| +120% | +$2.52M | 2.68% | 12 |
|
|
2015
Q3 | $2.08M | Buy |
18,945
+14,529
| +329% | +$1.59M | 1.18% | 19 |
|
|
2015
Q2 | $478K | Buy |
4,416
+540
| +14% | +$58.5K | 0.26% | 41 |
|
|
2015
Q1 | $429K | Sell |
3,876
-14,028
| -78% | -$1.55M | 0.23% | 43 |
|
|
2014
Q4 | $1.98M | Buy |
17,904
+15,567
| +666% | +$1.72M | 1.08% | 19 |
|
|
2014
Q3 | $256K | Buy |
2,337
+700
| +43% | +$76.7K | 0.15% | 46 |
|
|
2014
Q2 | $178K | Buy |
1,637
+1,418
| +647% | +$154K | 0.1% | 47 |
|
|
2014
Q1 | $23K | Buy |
219
+2
| +0.9% | +$210 | 0.01% | 61 |
|
|
2013
Q4 | $23K | Sell |
217
-3
| -1% | -$318 | 0.01% | 59 |
|
|
2013
Q3 | $23K | Buy |
220
+183
| +495% | +$19.1K | 0.01% | 58 |
|
|
2013
Q2 | $4K | Buy |
+37
| New | +$4K | ﹤0.01% | 57 |
|