LGT Financial 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 | $35.8K | Buy |
342
+73
| +27% | +$7.63K | 0.09% | 120 |
|
|
2025
Q1 | $28.4K | Sell |
269
-958
| -78% | -$101K | 0.09% | 130 |
|
|
2024
Q4 | $131K | Buy |
1,227
+246
| +25% | +$26.2K | 0.29% | 69 |
|
|
2024
Q3 | $107K | Sell |
981
-3
| -0.3% | -$326 | 0.26% | 66 |
|
|
2024
Q2 | $105K | Sell |
984
-175
| -15% | -$18.7K | 0.22% | 80 |
|
|
2024
Q1 | $125K | Buy |
1,159
+541
| +88% | +$58.2K | 0.14% | 158 |
|
|
2023
Q4 | $67.1K | Buy |
618
+315
| +104% | +$34.2K | 0.08% | 192 |
|
|
2023
Q3 | $31.1K | Sell |
303
-112
| -27% | -$11.5K | 0.04% | 270 |
|
|
2023
Q2 | $44.3K | Buy |
+415
| New | +$44.3K | 0.05% | 165 |
|
|
2023
Q1 | – | Sell |
-135
| Closed | -$14.2K | – | 161 |
|
|
2022
Q4 | $14.2K | Buy |
+135
| New | +$14.2K | 0.02% | 157 |
|