MBA 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
$250K Hold
2,390
0.12% 118
2025
Q1
$252K Sell
2,390
-25
-1% -$2.64K 0.12% 119
2024
Q4
$257K Sell
2,415
-162
-6% -$17.3K 0.13% 115
2024
Q3
$280K Hold
2,577
0.13% 110
2024
Q2
$275K Sell
2,577
-430
-14% -$45.8K 0.14% 108
2024
Q1
$324K Sell
3,007
-457
-13% -$49.2K 0.17% 99
2023
Q4
$376K Sell
3,464
-730
-17% -$79.1K 0.21% 87
2023
Q3
$430K Hold
4,194
0.26% 79
2023
Q2
$448K Buy
4,194
+1,457
+53% +$156K 0.27% 75
2023
Q1
$295K Hold
2,737
0.18% 101
2022
Q4
$289K Sell
2,737
-1,827
-40% -$193K 0.19% 97
2022
Q3
$468K Sell
4,564
-1,380
-23% -$142K 0.34% 69
2022
Q2
$632K Buy
5,944
+284
+5% +$30.2K 0.43% 62
2022
Q1
$621K Buy
5,660
+856
+18% +$93.9K 0.38% 70
2021
Q4
$559K Buy
4,804
+1,919
+67% +$223K 0.35% 73
2021
Q3
$335K Buy
2,885
+158
+6% +$18.3K 0.25% 95
2021
Q2
$320 Buy
2,727
+41
+2% +$5 0.15% 98
2021
Q1
$312 Buy
+2,686
New +$312 0.17% 97