McAdam LLC’s iShares National Muni Bond ETF MUB Stock Holding History

McAdam LLC’s Portfolio MUB Stock Details MUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.39M	Buy	50,823 +2,204	+5%	+$237K	0.24%	50
2025 Q4	$5.21M	Buy	48,619 +8,417	+21%	+$901K	0.24%	51
2025 Q3	$4.28M	Buy	40,202 +4,101	+11%	+$429K	0.21%	61
2025 Q2	$3.77M	Sell	36,101 -7,014	-16%	-$729K	0.21%	63
2025 Q1	$4.55M	Sell	43,115 -22,710	-35%	-$2.42M	0.28%	47
2024 Q4	$7.01M	Buy	65,825 +848	+1%	+$91.1K	0.38%	39
2024 Q3	$7.06M	Buy	64,977 +6,659	+11%	+$718K	0.4%	39
2024 Q2	$6.21M	Buy	58,318 +3,458	+6%	+$368K	0.37%	41
2024 Q1	$5.9M	Buy	54,860 +5,403	+11%	+$583K	0.38%	43
2023 Q4	$5.36M	Sell	49,457 -974	-2%	-$102K	0.39%	45
2023 Q3	$5.17M	Sell	50,431 -3,085	-6%	-$325K	0.42%	43
2023 Q2	$5.71M	Buy	53,516 +965	+2%	+$103K	0.47%	37
2023 Q1	$5.66M	Sell	52,551 -32,886	-38%	-$3.51M	0.51%	38
2022 Q4	$9.94M	Buy	85,437 +18,522	+28%	+$1.93M	0.98%	21
2022 Q3	$6.86M	Buy	66,915 +13,912	+26%	+$1.48M	0.74%	25
2022 Q2	$5.64M	Sell	53,003 -9,186	-15%	-$980K	0.6%	37
2022 Q1	$6.82M	Sell	62,189 -23,248	-27%	-$2.62M	0.64%	29
2021 Q4	$9.94M	Buy	85,437 +9,682	+13%	+$1.12M	0.98%	21
2021 Q3	$8.8M	Buy	75,755 +6,021	+9%	+$706K	0.98%	21
2021 Q2	$8.21M	Buy	69,734 +22,093	+46%	+$2.58M	0.93%	22
2021 Q1	$5.53M	Buy	47,641 +7,025	+17%	+$819K	0.78%	23
2020 Q4	$4.74M	Buy	40,616 +14,049	+53%	+$1.63M	0.73%	24
2020 Q3	$3.08M	Buy	26,567 +1,363	+5%	+$158K	0.59%	32
2020 Q2	$2.91M	Sell	25,204 -1,643	-6%	-$187K	0.62%	32
2020 Q1	$3.03M	Buy	26,847 +790	+3%	+$90.2K	0.82%	25
2019 Q4	$2.97M	Buy	26,057 +4,377	+20%	+$499K	0.72%	25
2019 Q3	$2.47M	Buy	21,680 +19,473	+882%	+$2.22M	0.67%	27
2019 Q2	$250K	Buy	2,207 +157	+8%	+$17.6K	0.07%	60
2019 Q1	$228K	Buy	+2,050	New	+$225K	0.08%	64
2018 Q4	–	Sell	-943	Closed	-$102K	–	422
2018 Q3	$102K	Buy	+943	New	+$102K	0.04%	105