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JNBA Financial Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

JNBA Financial Advisors’s Portfolio MUB Stock Details MUB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$824K Sell
7,889
-3,609
-31% -$377K 0.08% 100
2025
Q1 		$1.21M Hold
11,498
– – 0.13% 78
2024
Q4 		$1.23M Hold
11,498
– – 0.13% 78
2024
Q3 		$1.25M Hold
11,498
– – 0.13% 78
2024
Q2 		$1.23M Sell
11,498
-471
-4% -$50.2K 0.13% 80
2024
Q1 		$1.29M Hold
11,969
– – 0.14% 81
2023
Q4 		$1.3M Sell
11,969
-561
-4% -$60.8K 0.15% 85
2023
Q3 		$1.28M Hold
12,530
– – 0.16% 82
2023
Q2 		$1.34M Hold
12,530
– – 0.16% 82
2023
Q1 		$1.35M Hold
12,530
– – 0.18% 83
2022
Q4 		$1.32M Buy
12,530
+245
+2% +$25.9K 0.18% 79
2022
Q3 		$1.26M Sell
12,285
-217
-2% -$22.3K 0.19% 78
2022
Q2 		$1.33M Buy
12,502
+1,678
+16% +$179K 0.2% 75
2022
Q1 		$1.19M Buy
10,824
+548
+5% +$60.1K 0.16% 84
2021
Q4 		$1.2M Sell
10,276
-7
-0.1% -$814 0.15% 89
2021
Q3 		$1.2M Buy
10,283
+7
+0.1% +$813 0.16% 84
2021
Q2 		$1.2M Hold
10,276
– – 0.16% 83
2021
Q1 		$1.19M Hold
10,276
– – 0.17% 78
2020
Q4 		$1.2M Buy
10,276
+415
+4% +$48.6K 0.2% 74
2020
Q3 		$1.14M Hold
9,861
– – 0.23% 69
2020
Q2 		$1.14M Buy
9,861
+87
+0.9% +$10K 0.24% 68
2020
Q1 		$1.11M Sell
9,774
-272
-3% -$30.8K 0.27% 58
2019
Q4 		$1.14M Hold
10,046
– – 0.22% 70
2019
Q3 		$1.15M Hold
10,046
– – 0.23% 60
2019
Q2 		$1.14M Hold
10,046
– – 0.23% 61
2019
Q1 		$1.12M Hold
10,046
– – 0.24% 55
2018
Q4 		$1.1M Buy
10,046
+9,846
+4,923% +$1.07M 0.25% 51
2018
Q3 		$22K Sell
200
-1,746
-90% -$192K 0.01% 304
2018
Q2 		$212K Sell
1,946
-22
-1% -$2.4K 0.04% 126
2018
Q1 		$214K Hold
1,968
– – 0.05% 122
2017
Q4 		$218K Hold
1,968
– – 0.05% 120
2017
Q3 		$218K Hold
1,968
– – 0.05% 112
2017
Q2 		$217K Sell
1,968
-42
-2% -$4.63K 0.05% 111
2017
Q1 		$219K Buy
2,010
+270
+16% +$29.4K 0.05% 111
2016
Q4 		$188K Sell
1,740
-941
-35% -$102K 0.05% 116
2016
Q3 		$302K Buy
2,681
+941
+54% +$106K 0.04% 163
2016
Q2 		$198K Hold
1,740
– – 0.06% 114
2016
Q1 		$194K Hold
1,740
– – 0.07% 102
2015
Q4 		$193K Buy
1,740
+454
+35% +$50.4K 0.07% 101
2015
Q3 		$141K Buy
1,286
+460
+56% +$50.4K 0.06% 114
2015
Q2 		$89K Hold
826
– – 0.03% 140
2015
Q1 		$91K Hold
826
– – 0.04% 144
2014
Q4 		$91K Hold
826
– – 0.04% 143
2014
Q3 		$91K Hold
826
– – 0.04% 146
2014
Q2 		$90K Hold
826
– – 0.04% 137
2014
Q1 		$88K Hold
826
– – 0.05% 133
2013
Q4 		$86K Sell
826
-384
-32% -$40K 0.05% 131
2013
Q3 		$126K Sell
1,210
-133
-10% -$13.9K 0.08% 101
2013
Q2 		$141K Buy
+1,343
New +$141K 0.1% 94