Lido 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 | $14.5M | Sell |
138,891
-33,017
| -19% | -$3.45M | 0.06% | 185 |
|
|
2025
Q1 | $18.1M | Sell |
171,908
-15,479
| -8% | -$1.63M | 0.08% | 144 |
|
|
2024
Q4 | $20M | Buy |
187,387
+48,609
| +35% | +$5.18M | 0.09% | 127 |
|
|
2024
Q3 | $15.1M | Sell |
138,778
-9,075
| -6% | -$986K | 0.08% | 133 |
|
|
2024
Q2 | $15.8M | Buy |
147,853
+5,850
| +4% | +$623K | 0.09% | 115 |
|
|
2024
Q1 | $15.3M | Sell |
142,003
-408
| -0.3% | -$43.9K | 0.09% | 118 |
|
|
2023
Q4 | $15.4M | Sell |
142,411
-26,439
| -16% | -$2.87M | 0.1% | 101 |
|
|
2023
Q3 | $17.3M | Buy |
168,850
+27,898
| +20% | +$2.86M | 0.13% | 79 |
|
|
2023
Q2 | $15M | Sell |
140,952
-17,101
| -11% | -$1.83M | 0.11% | 98 |
|
|
2023
Q1 | $17M | Buy |
158,053
+126,099
| +395% | +$13.6M | 0.17% | 70 |
|
|
2022
Q4 | $3.37M | Buy |
31,954
+13,428
| +72% | +$1.42M | 0.04% | 197 |
|
|
2022
Q3 | $1.9M | Sell |
18,526
-59
| -0.3% | -$6.05K | 0.02% | 244 |
|
|
2022
Q2 | $1.98M | Buy |
18,585
+2,283
| +14% | +$243K | 0.03% | 217 |
|
|
2022
Q1 | $1.79M | Sell |
16,302
-1,893
| -10% | -$208K | 0.02% | 250 |
|
|
2021
Q4 | $2.12M | Buy |
18,195
+1,133
| +7% | +$132K | 0.02% | 235 |
|
|
2021
Q3 | $1.98M | Buy |
17,062
+4,610
| +37% | +$536K | 0.03% | 240 |
|
|
2021
Q2 | $1.46M | Sell |
12,452
-649
| -5% | -$76K | 0.02% | 274 |
|
|
2021
Q1 | $1.52M | Sell |
13,101
-1,123
| -8% | -$130K | 0.03% | 244 |
|
|
2020
Q4 | $1.67M | Buy |
14,224
+1,272
| +10% | +$149K | 0.03% | 211 |
|
|
2020
Q3 | $1.5M | Sell |
12,952
-708
| -5% | -$82.1K | 0.04% | 178 |
|
|
2020
Q2 | $1.58M | Buy |
13,660
+6,113
| +81% | +$705K | 0.05% | 166 |
|
|
2020
Q1 | $853K | Sell |
7,547
-2,801
| -27% | -$317K | 0.04% | 226 |
|
|
2019
Q4 | $1.18M | Buy |
10,348
+6,383
| +161% | +$727K | 0.05% | 211 |
|
|
2019
Q3 | $452K | Buy |
3,965
+250
| +7% | +$28.5K | 0.02% | 312 |
|
|
2019
Q2 | $420K | Buy |
3,715
+1,388
| +60% | +$157K | 0.02% | 303 |
|
|
2019
Q1 | $258K | Buy |
2,327
+200
| +9% | +$22.2K | 0.02% | 388 |
|
|
2018
Q4 | $231K | Sell |
2,127
-1,653
| -44% | -$180K | 0.02% | 342 |
|
|
2018
Q3 | $408K | Buy |
3,780
+986
| +35% | +$106K | 0.04% | 262 |
|
|
2018
Q2 | $304K | Sell |
2,794
-619
| -18% | -$67.4K | 0.04% | 285 |
|
|
2018
Q1 | $371K | Sell |
3,413
-20,335
| -86% | -$2.21M | 0.05% | 235 |
|
|
2017
Q4 | $2.63M | Buy |
23,748
+18,754
| +376% | +$2.08M | 0.37% | 36 |
|
|
2017
Q3 | $553K | Buy |
4,994
+2,129
| +74% | +$236K | 0.09% | 129 |
|
|
2017
Q2 | $316K | Hold |
2,865
| – | – | 0.07% | 166 |
|
|
2017
Q1 | $313K | Sell |
2,865
-4,349
| -60% | -$475K | 0.09% | 146 |
|
|
2016
Q4 | $780K | Buy |
7,214
+2,557
| +55% | +$276K | 0.19% | 53 |
|
|
2016
Q3 | $525K | Hold |
4,657
| – | – | 0.16% | 62 |
|
|
2016
Q2 | $531K | Buy |
4,657
+2,217
| +91% | +$253K | 0.16% | 59 |
|
|
2016
Q1 | $272K | Buy |
+2,440
| New | +$272K | 0.09% | 104 |
|