Mutual Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Mutual Advisors’s Portfolio MUB Stock Details MUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.86M	Sell	17,974 -3,324	-16%	-$344K	0.05%	334
2025 Q1	$2.22M	Sell	21,298 -971	-4%	-$101K	0.06%	267
2024 Q4	$2.36M	Sell	22,269 -3,454	-13%	-$366K	0.07%	246
2024 Q3	$2.75M	Buy	25,723 +2,203	+9%	+$235K	0.08%	224
2024 Q2	$2.52M	Buy	23,520 +1,987	+9%	+$213K	0.08%	234
2024 Q1	$2.32M	Sell	21,533 -5,336	-20%	-$574K	0.07%	243
2023 Q4	$2.91M	Buy	26,869 +436	+2%	+$47.3K	0.1%	197
2023 Q3	$2.71M	Sell	26,433 -5,386	-17%	-$552K	0.11%	180
2023 Q2	$3.4M	Sell	31,819 -2,259	-7%	-$241K	0.13%	160
2023 Q1	$3.67M	Sell	34,078 -5,154	-13%	-$555K	0.15%	141
2022 Q4	$4.14M	Buy	39,232 +5,482	+16%	+$578K	0.19%	118
2022 Q3	$3.46M	Buy	33,750 +9,614	+40%	+$986K	0.18%	120
2022 Q2	$2.57M	Sell	24,136 -5,154	-18%	-$548K	0.17%	147
2022 Q1	$3.21M	Buy	29,290 +559	+2%	+$61.3K	0.18%	124
2021 Q4	$3.34M	Buy	28,731 +4,659	+19%	+$542K	0.18%	132
2021 Q3	$2.8M	Buy	24,072 +5,355	+29%	+$622K	0.17%	153
2021 Q2	$2.19M	Buy	18,717 +1,736	+10%	+$203K	0.13%	200
2021 Q1	$1.97M	Sell	16,981 -7,157	-30%	-$831K	0.13%	183
2020 Q4	$2.83M	Buy	24,138 +2,224	+10%	+$261K	0.21%	103
2020 Q3	$2.54M	Sell	21,914 -19,508	-47%	-$2.26M	0.22%	103
2020 Q2	$4.78M	Buy	41,422 +25,644	+163%	+$2.96M	0.47%	43
2020 Q1	$1.78M	Sell	15,778 -7,213	-31%	-$815K	0.24%	105
2019 Q4	$2.62M	Sell	22,991 -179	-0.8%	-$20.4K	0.28%	87
2019 Q3	$2.64M	Buy	23,170 +4,409	+24%	+$503K	0.35%	66
2019 Q2	$2.12M	Buy	18,761 +6,553	+54%	+$741K	0.28%	80
2019 Q1	$1.36M	Buy	12,208 +3,385	+38%	+$376K	0.2%	123
2018 Q4	$962K	Buy	8,823 +324	+4%	+$35.3K	0.19%	133
2018 Q3	$917K	Sell	8,499 -160	-2%	-$17.3K	0.14%	182
2018 Q2	$944K	Sell	8,659 -1,022	-11%	-$111K	0.22%	150
2018 Q1	$1.06M	Sell	9,681 -1,071	-10%	-$117K	0.27%	120
2017 Q4	$1.19M	Buy	+10,752	New	+$1.19M	0.45%	67