JNBA Financial Advisors’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $824K | Sell |
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|
2025
Q1 | $1.21M | Hold |
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|
2024
Q4 | $1.23M | Hold |
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|
2024
Q3 | $1.25M | Hold |
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|
2024
Q2 | $1.23M | Sell |
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|
2024
Q1 | $1.29M | Hold |
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|
2023
Q4 | $1.3M | Sell |
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|
2023
Q3 | $1.28M | Hold |
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|
2023
Q2 | $1.34M | Hold |
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|
2023
Q1 | $1.35M | Hold |
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|
2022
Q4 | $1.32M | Buy |
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|
2022
Q3 | $1.26M | Sell |
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|
2022
Q2 | $1.33M | Buy |
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|
2022
Q1 | $1.19M | Buy |
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|
2021
Q4 | $1.2M | Sell |
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|
2021
Q3 | $1.2M | Buy |
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|
2021
Q2 | $1.2M | Hold |
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|
2021
Q1 | $1.19M | Hold |
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|
2020
Q4 | $1.2M | Buy |
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|
2020
Q3 | $1.14M | Hold |
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|
2020
Q2 | $1.14M | Buy |
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|
2020
Q1 | $1.1M | Sell |
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|
2019
Q4 | $1.14M | Hold |
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|
2019
Q3 | $1.15M | Hold |
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|
2019
Q2 | $1.14M | Hold |
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|
2019
Q1 | $1.12M | Hold |
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|
2018
Q4 | $1.09M | Buy |
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|
2018
Q3 | $22K | Sell |
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|
2018
Q2 | $212K | Sell |
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|
2018
Q1 | $214K | Hold |
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|
2017
Q4 | $218K | Hold |
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|
2017
Q3 | $218K | Hold |
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|
2017
Q2 | $217K | Sell |
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|
2017
Q1 | $219K | Buy |
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|
2016
Q4 | $188K | Sell |
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|
2016
Q3 | $302K | Buy |
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|
2016
Q2 | $198K | Hold |
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|
2016
Q1 | $194K | Hold |
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|
2015
Q4 | $193K | Buy |
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|
2015
Q3 | $141K | Buy |
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|
2015
Q2 | $89K | Hold |
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|
2015
Q1 | $91K | Hold |
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|
2014
Q4 | $91K | Hold |
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|
2014
Q3 | $91K | Hold |
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|
2014
Q2 | $90K | Hold |
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|
2014
Q1 | $88K | Hold |
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|
2013
Q4 | $86K | Sell |
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|
2013
Q3 | $126K | Sell |
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|
2013
Q2 | $141K | Buy |
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