Mount Yale Investment 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 | $814K | Buy |
7,789
+908
| +13% | +$94.9K | 0.06% | 248 |
|
|
2025
Q1 | $726K | Sell |
6,881
-7,596
| -52% | -$801K | 0.06% | 249 |
|
|
2024
Q4 | $1.54M | Buy |
14,477
+5,604
| +63% | +$597K | 0.12% | 148 |
|
|
2024
Q3 | $964K | Buy |
8,873
+17
| +0.2% | +$1.85K | 0.09% | 203 |
|
|
2024
Q2 | $944K | Buy |
8,856
+926
| +12% | +$98.7K | 0.07% | 217 |
|
|
2024
Q1 | $853K | Sell |
7,930
-24,762
| -76% | -$2.66M | 0.07% | 251 |
|
|
2023
Q4 | $3.54M | Buy |
32,692
+24,932
| +321% | +$2.7M | 0.34% | 76 |
|
|
2023
Q3 | $796K | Buy |
7,760
+764
| +11% | +$78.3K | 0.09% | 223 |
|
|
2023
Q2 | $747K | Buy |
6,996
+816
| +13% | +$87.1K | 0.08% | 249 |
|
|
2023
Q1 | $666K | Sell |
6,180
-66,303
| -91% | -$7.14M | 0.07% | 258 |
|
|
2022
Q4 | $7.65M | Buy |
72,483
+66,671
| +1,147% | +$7.04M | 0.87% | 14 |
|
|
2022
Q3 | $596K | Buy |
5,812
+736
| +14% | +$75.5K | 0.08% | 247 |
|
|
2022
Q2 | $540K | Sell |
5,076
-940
| -16% | -$100K | 0.07% | 278 |
|
|
2022
Q1 | $660K | Buy |
6,016
+1,953
| +48% | +$214K | 0.07% | 264 |
|
|
2021
Q4 | $472K | Buy |
+4,063
| New | +$472K | 0.05% | 301 |
|
|
2018
Q4 | – | Sell |
-866
| Closed | -$92K | – | 602 |
|
|
2018
Q3 | $92K | Hold |
866
| – | – | 0.02% | 468 |
|
|
2018
Q2 | $94K | Sell |
866
-2,241
| -72% | -$243K | 0.02% | 480 |
|
|
2018
Q1 | $338K | Buy |
+3,107
| New | +$338K | 0.07% | 232 |
|