Laurel Wealth Advisors (North Carolina)’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5M | Buy |
1,093,247
+1,083,502
| +11,119% | +$10.4M | 0.15% | 105 |
|
|
2025
Q1 | $1.03M | Buy |
9,745
+363
| +4% | +$38.3K | 0.16% | 106 |
|
|
2024
Q4 | $1,000K | Buy |
9,382
+299
| +3% | +$31.9K | 0.16% | 108 |
|
|
2024
Q3 | $987K | Buy |
9,083
+166
| +2% | +$18K | 0.16% | 106 |
|
|
2024
Q2 | $950K | Sell |
8,917
-107
| -1% | -$11.4K | 0.16% | 106 |
|
|
2024
Q1 | $971K | Buy |
9,024
+11
| +0.1% | +$1.18K | 0.17% | 106 |
|
|
2023
Q4 | $977K | Sell |
9,013
-5,005
| -36% | -$543K | 0.19% | 101 |
|
|
2023
Q3 | $1.44M | Sell |
14,018
-1,387
| -9% | -$142K | 0.3% | 78 |
|
|
2023
Q2 | $1.64M | Buy |
15,405
+473
| +3% | +$50.5K | 0.33% | 74 |
|
|
2023
Q1 | $1.61M | Buy |
14,932
+1,123
| +8% | +$121K | 0.34% | 74 |
|
|
2022
Q4 | $1.46M | Sell |
13,809
-7,436
| -35% | -$785K | 0.33% | 72 |
|
|
2022
Q3 | $2.18M | Buy |
21,245
+1,692
| +9% | +$174K | 0.54% | 55 |
|
|
2022
Q2 | $2.08M | Sell |
19,553
-12,444
| -39% | -$1.32M | 0.5% | 62 |
|
|
2022
Q1 | $3.51M | Buy |
31,997
+924
| +3% | +$101K | 0.74% | 38 |
|
|
2021
Q4 | $3.61M | Buy |
31,073
+1,513
| +5% | +$176K | 0.74% | 40 |
|
|
2021
Q3 | $3.43M | Buy |
29,560
+393
| +1% | +$45.7K | 0.76% | 39 |
|
|
2021
Q2 | $3.42M | Buy |
29,167
+1,235
| +4% | +$145K | 0.74% | 41 |
|
|
2021
Q1 | $3.24M | Buy |
27,932
+2,201
| +9% | +$255K | 0.79% | 40 |
|
|
2020
Q4 | $3.02M | Buy |
25,731
+1,730
| +7% | +$203K | 0.78% | 41 |
|
|
2020
Q3 | $2.78M | Buy |
24,001
+2,796
| +13% | +$324K | 0.83% | 37 |
|
|
2020
Q2 | $2.45M | Sell |
21,205
-1,148
| -5% | -$132K | 0.8% | 40 |
|
|
2020
Q1 | $2.53M | Buy |
22,353
+671
| +3% | +$75.8K | 0.95% | 34 |
|
|
2019
Q4 | $2.47M | Buy |
21,682
+2,382
| +12% | +$271K | 0.78% | 42 |
|
|
2019
Q3 | $2.2M | Buy |
19,300
+6,187
| +47% | +$706K | 0.75% | 41 |
|
|
2019
Q2 | $1.48M | Buy |
13,113
+185
| +1% | +$20.9K | 0.52% | 55 |
|
|
2019
Q1 | $1.44M | Buy |
12,928
+1,737
| +16% | +$193K | 0.53% | 57 |
|
|
2018
Q4 | $1.22M | Buy |
+11,191
| New | +$1.22M | 0.49% | 56 |
|