Kingsview Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.71M | Sell |
63,213
-1,970
| -3% | -$212K | 0.09% | 233 |
|
|
2025
Q4 | $6.98M | Buy |
65,183
+17,612
| +37% | +$1.89M | 0.1% | 203 |
|
|
2025
Q3 | $5.07M | Buy |
47,571
+5,945
| +14% | +$622K | 0.08% | 265 |
|
|
2025
Q2 | $4.35M | Sell |
41,626
-36,673
| -47% | -$3.81M | 0.07% | 271 |
|
|
2025
Q1 | $8.26M | Buy |
78,299
+5,774
| +8% | +$614K | 0.16% | 147 |
|
|
2024
Q4 | $7.73M | Buy |
72,525
+21,338
| +42% | +$2.29M | 0.15% | 151 |
|
|
2024
Q3 | $5.56M | Buy |
51,187
+3,078
| +6% | +$332K | 0.12% | 184 |
|
|
2024
Q2 | $5.13M | Buy |
48,109
+5,388
| +13% | +$574K | 0.12% | 182 |
|
|
2024
Q1 | $4.6M | Sell |
42,721
-1,493
| -3% | -$161K | 0.12% | 183 |
|
|
2023
Q4 | $4.79M | Sell |
44,214
-21,894
| -33% | -$2.29M | 0.14% | 159 |
|
|
2023
Q3 | $6.78M | Buy |
66,108
+15,276
| +30% | +$1.61M | 0.24% | 95 |
|
|
2023
Q2 | $5.43M | Buy |
50,832
+539
| +1% | +$57.6K | 0.21% | 104 |
|
|
2023
Q1 | $5.42M | Sell |
50,293
-195
| -0.4% | -$20.8K | 0.23% | 97 |
|
|
2022
Q4 | $5.33M | Buy |
50,488
+24,197
| +92% | +$2.52M | 0.23% | 105 |
|
|
2022
Q3 | $2.7M | Buy |
26,291
+8,703
| +49% | +$925K | 0.13% | 181 |
|
|
2022
Q2 | $1.87M | Buy |
17,588
+2,542
| +17% | +$271K | 0.09% | 229 |
|
|
2022
Q1 | $1.65M | Buy |
15,046
+1,437
| +11% | +$162K | 0.07% | 271 |
|
|
2021
Q4 | $1.58M | Sell |
13,609
-191
| -1% | -$22.2K | 0.07% | 289 |
|
|
2021
Q3 | $1.6M | Buy |
13,800
+1,299
| +10% | +$152K | 0.08% | 269 |
|
|
2021
Q2 | $1.46M | Buy |
12,501
+136
| +1% | +$15.9K | 0.07% | 288 |
|
|
2021
Q1 | $1.43M | Buy |
12,365
+5,166
| +72% | +$603K | 0.08% | 257 |
|
|
2020
Q4 | $844K | Buy |
7,199
+1,022
| +17% | +$119K | 0.06% | 312 |
|
|
2020
Q3 | $716K | Sell |
6,177
-656
| -10% | -$76.2K | 0.06% | 289 |
|
|
2020
Q2 | $789K | Buy |
6,833
+344
| +5% | +$39K | 0.08% | 245 |
|
|
2020
Q1 | $733K | Buy |
6,489
+3,466
| +115% | +$396K | 0.1% | 216 |
|
|
2019
Q4 | $344K | Sell |
3,023
-315
| -9% | -$35.9K | 0.04% | 345 |
|
|
2019
Q3 | $381K | Sell |
3,338
-1,807
| -35% | -$206K | 0.06% | 299 |
|
|
2019
Q2 | $582K | Hold |
5,145
| – | – | 0.1% | 221 |
|
|
2019
Q1 | $572K | Buy |
5,145
+2,573
| +100% | +$282K | 0.09% | 244 |
|
|
2018
Q4 | $280K | Hold |
2,572
| – | – | 0.06% | 295 |
|
|
2018
Q3 | $278K | Hold |
2,572
| – | – | 0.06% | 299 |
|
|
2018
Q2 | $280K | Hold |
2,572
| – | – | 0.07% | 271 |
|
|
2018
Q1 | $280K | Hold |
2,572
| – | – | 0.07% | 263 |
|
|
2017
Q4 | $285K | Hold |
2,572
| – | – | 0.1% | 252 |
|
|
2017
Q3 | $285K | Hold |
2,572
| – | – | 0.13% | 218 |
|
|
2017
Q2 | $283K | Sell |
2,572
-120
| -4% | -$13.2K | 0.15% | 192 |
|
|
2017
Q1 | $293K | Buy |
+2,692
| New | +$292K | 0.17% | 178 |
|
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