JBA
Johnson Bixby & Associates’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 | $4.14M | Buy |
39,643
+2,829
| +8% | +$296K | 0.57% | 27 |
|
|
2025
Q1 | $3.88M | Buy |
36,814
+3,913
| +12% | +$413K | 0.58% | 24 |
|
|
2024
Q4 | $3.51M | Sell |
32,901
-92
| -0.3% | -$9.8K | 0.53% | 25 |
|
|
2024
Q3 | $3.58M | Sell |
32,993
-3,182
| -9% | -$346K | 0.55% | 26 |
|
|
2024
Q2 | $3.85M | Sell |
36,175
-1,253
| -3% | -$134K | 0.65% | 23 |
|
|
2024
Q1 | $4.03M | Buy |
37,428
+2,825
| +8% | +$304K | 0.7% | 23 |
|
|
2023
Q4 | $3.75M | Sell |
34,603
-1,958
| -5% | -$212K | 0.71% | 22 |
|
|
2023
Q3 | $3.75M | Sell |
36,561
-441
| -1% | -$45.2K | 0.78% | 22 |
|
|
2023
Q2 | $3.95M | Buy |
37,002
+7,054
| +24% | +$753K | 0.82% | 22 |
|
|
2023
Q1 | $3.23M | Buy |
29,948
+592
| +2% | +$63.8K | 0.71% | 24 |
|
|
2022
Q4 | $3.1M | Buy |
29,356
+5,076
| +21% | +$536K | 0.72% | 23 |
|
|
2022
Q3 | $2.49M | Sell |
24,280
-908
| -4% | -$93.2K | 0.63% | 26 |
|
|
2022
Q2 | $2.68M | Buy |
25,188
+11,461
| +83% | +$1.22M | 0.65% | 27 |
|
|
2022
Q1 | $1.51M | Buy |
13,727
+6,106
| +80% | +$669K | 0.39% | 31 |
|
|
2021
Q4 | $886K | Buy |
7,621
+1,790
| +31% | +$208K | 0.23% | 36 |
|
|
2021
Q3 | $677K | Buy |
5,831
+790
| +16% | +$91.7K | 0.2% | 37 |
|
|
2021
Q2 | $591K | Buy |
5,041
+355
| +8% | +$41.6K | 0.17% | 40 |
|
|
2021
Q1 | $544K | Buy |
4,686
+159
| +4% | +$18.5K | 0.17% | 37 |
|
|
2020
Q4 | $531K | Buy |
+4,527
| New | +$531K | 0.18% | 36 |
|