LexAurum Advisors’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 | $536K | Buy |
5,128
+2,495
| +95% | +$261K | 0.08% | 190 |
|
|
2025
Q1 | $278K | Buy |
2,633
+88
| +3% | +$9.28K | 0.05% | 284 |
|
|
2024
Q4 | $271K | Buy |
+2,545
| New | +$271K | 0.05% | 275 |
|
|
2024
Q3 | – | Sell |
-1,947
| Closed | -$208K | – | 319 |
|
|
2024
Q2 | $208K | Buy |
+1,947
| New | +$208K | 0.05% | 281 |
|
|
2023
Q3 | – | Sell |
-3,693
| Closed | -$394K | – | 293 |
|
|
2023
Q2 | $394K | Sell |
3,693
-2,792
| -43% | -$298K | 0.12% | 160 |
|
|
2023
Q1 | $699K | Sell |
6,485
-833
| -11% | -$89.7K | 0.23% | 97 |
|
|
2022
Q4 | $772K | Buy |
7,318
+1,943
| +36% | +$205K | 0.28% | 82 |
|
|
2022
Q3 | $551K | Sell |
5,375
-28
| -0.5% | -$2.87K | 0.21% | 102 |
|
|
2022
Q2 | $575K | Buy |
5,403
+1,161
| +27% | +$124K | 0.22% | 100 |
|
|
2022
Q1 | $465K | Buy |
4,242
+1,402
| +49% | +$154K | 0.15% | 133 |
|
|
2021
Q4 | $330K | Buy |
+2,840
| New | +$330K | 0.11% | 187 |
|
|
2021
Q2 | – | Sell |
-1,725
| Closed | -$200K | – | 285 |
|
|
2021
Q1 | $200K | Sell |
1,725
-298
| -15% | -$34.6K | 0.07% | 233 |
|
|
2020
Q4 | $237K | Buy |
2,023
+247
| +14% | +$28.9K | 0.08% | 218 |
|
|
2020
Q3 | $206K | Buy |
1,776
+42
| +2% | +$4.87K | 0.08% | 211 |
|
|
2020
Q2 | $200K | Buy |
+1,734
| New | +$200K | 0.11% | 191 |
|
|
2018
Q2 | – | Sell |
-7,241
| Closed | -$789K | – | 154 |
|
|
2018
Q1 | $789K | Buy |
7,241
+660
| +10% | +$71.9K | 0.67% | 50 |
|
|
2017
Q4 | $724K | Buy |
+6,581
| New | +$724K | 0.68% | 51 |
|