Martel Wealth 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 | $9.63M | Sell |
92,157
-1,773
| -2% | -$185K | 1.79% | 10 |
|
|
2025
Q1 | $9.9M | Buy |
93,930
+1,610
| +2% | +$170K | 1.97% | 10 |
|
|
2024
Q4 | $9.84M | Buy |
92,320
+2,340
| +3% | +$249K | 1.92% | 11 |
|
|
2024
Q3 | $9.72M | Buy |
89,980
+3,184
| +4% | +$344K | 1.99% | 10 |
|
|
2024
Q2 | $9.25M | Buy |
86,796
+2,769
| +3% | +$295K | 1.98% | 10 |
|
|
2024
Q1 | $9.04M | Buy |
84,027
+3,850
| +5% | +$414K | 1.96% | 10 |
|
|
2023
Q4 | $8.69M | Buy |
80,177
+2,099
| +3% | +$228K | 1.97% | 10 |
|
|
2023
Q3 | $8.01M | Buy |
78,078
+591
| +0.8% | +$60.6K | 1.99% | 10 |
|
|
2023
Q2 | $8.27M | Buy |
77,487
+1,845
| +2% | +$197K | 2.01% | 10 |
|
|
2023
Q1 | $8.15M | Buy |
75,642
+8,991
| +13% | +$969K | 2.08% | 10 |
|
|
2022
Q4 | $7.03M | Buy |
66,651
+8,944
| +15% | +$944K | 1.91% | 10 |
|
|
2022
Q3 | $6.08M | Sell |
57,707
-10,541
| -15% | -$1.11M | 1.74% | 9 |
|
|
2022
Q2 | $7.19M | Buy |
68,248
+11,057
| +19% | +$1.17M | 1.97% | 9 |
|
|
2022
Q1 | $6.69M | Sell |
57,191
-12,897
| -18% | -$1.51M | 1.63% | 10 |
|
|
2021
Q4 | $8.2M | Buy |
70,088
+2,911
| +4% | +$340K | 1.94% | 9 |
|
|
2021
Q3 | $7.86M | Buy |
67,177
+1,134
| +2% | +$133K | 1.98% | 9 |
|
|
2021
Q2 | $7.73M | Buy |
66,043
+4,308
| +7% | +$505K | 1.95% | 10 |
|
|
2021
Q1 | $7.16M | Buy |
61,735
+3,822
| +7% | +$444K | 1.98% | 9 |
|
|
2020
Q4 | $6.79M | Buy |
57,913
+465
| +0.8% | +$54.5K | 1.96% | 10 |
|
|
2020
Q3 | $6.66M | Buy |
57,448
+1,922
| +3% | +$223K | 2.16% | 9 |
|
|
2020
Q2 | $6.41M | Sell |
55,526
-1,402
| -2% | -$162K | 2.22% | 9 |
|
|
2020
Q1 | $6.43M | Sell |
56,928
-1,509
| -3% | -$171K | 2.51% | 9 |
|
|
2019
Q4 | $6.66M | Buy |
58,437
+381
| +0.7% | +$43.4K | 2.29% | 9 |
|
|
2019
Q3 | $6.62M | Sell |
58,056
-2,604
| -4% | -$297K | 2.39% | 9 |
|
|
2019
Q2 | $6.86M | Buy |
60,660
+402
| +0.7% | +$45.5K | 2.5% | 9 |
|
|
2019
Q1 | $6.7M | Buy |
60,258
+218
| +0.4% | +$24.2K | 2.52% | 9 |
|
|
2018
Q4 | $6.55M | Sell |
60,040
-4,273
| -7% | -$466K | 2.69% | 9 |
|
|
2018
Q3 | $6.94M | Buy |
+64,313
| New | +$6.94M | 2.64% | 9 |
|