LA
Legacy Advisors’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 | – | Sell |
-5,105
| Closed | -$538K | – | 268 |
|
|
2025
Q1 | $538K | Buy |
5,105
+3,128
| +158% | +$330K | 0.06% | 249 |
|
|
2024
Q4 | $211K | Buy |
1,977
+37
| +2% | +$3.94K | 0.02% | 380 |
|
|
2024
Q3 | $211K | Sell |
1,940
-337
| -15% | -$36.6K | 0.02% | 359 |
|
|
2024
Q2 | $243K | Hold |
2,277
| – | – | 0.03% | 286 |
|
|
2024
Q1 | $245K | Buy |
2,277
+141
| +7% | +$15.2K | 0.03% | 278 |
|
|
2023
Q4 | $232K | Sell |
2,136
-282
| -12% | -$30.6K | 0.03% | 277 |
|
|
2023
Q3 | $248K | Buy |
2,418
+84
| +4% | +$8.61K | 0.04% | 253 |
|
|
2023
Q2 | $249K | Buy |
+2,334
| New | +$249K | 0.04% | 239 |
|
|
2021
Q4 | – | Sell |
-2,137
| Closed | -$248K | – | 136 |
|
|
2021
Q3 | $248K | Hold |
2,137
| – | – | 0.1% | 106 |
|
|
2021
Q2 | $250K | Buy |
2,137
+177
| +9% | +$20.7K | 0.1% | 107 |
|
|
2021
Q1 | $227K | Buy |
+1,960
| New | +$227K | 0.1% | 108 |
|
|
2018
Q1 | – | Sell |
-240
| Closed | -$26K | – | 433 |
|
|
2017
Q4 | $26K | Buy |
+240
| New | +$26K | 0.03% | 161 |
|