MLA
My Legacy Advisors’s iShares National Muni Bond ETF MUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.28M | Sell |
31,426
-1,061
| -3% | -$111K | 1.17% | 18 |
|
|
2025
Q1 | $3.43M | Sell |
32,487
-6,261
| -16% | -$660K | 1.32% | 15 |
|
|
2024
Q4 | $4.1M | Buy |
38,748
+1,050
| +3% | +$111K | 1.59% | 13 |
|
|
2024
Q3 | $4.1M | Sell |
37,698
-579
| -2% | -$62.9K | 1.62% | 11 |
|
|
2024
Q2 | $4.08M | Sell |
38,277
-671
| -2% | -$71.5K | 1.3% | 16 |
|
|
2024
Q1 | $4.19M | Buy |
38,948
+4,528
| +13% | +$487K | 1.41% | 13 |
|
|
2023
Q4 | $3.74M | Buy |
34,420
+5,636
| +20% | +$612K | 1.35% | 12 |
|
|
2023
Q3 | $2.91M | Sell |
28,784
-4,354
| -13% | -$440K | 1.18% | 16 |
|
|
2023
Q2 | $3.55M | Buy |
33,138
+1,296
| +4% | +$139K | 1.39% | 12 |
|
|
2023
Q1 | $3.44M | Sell |
31,842
-824
| -3% | -$89K | 1.47% | 11 |
|
|
2022
Q4 | $3.52M | Buy |
32,666
+3,380
| +12% | +$365K | 1.5% | 9 |
|
|
2022
Q3 | $3.02M | Sell |
29,286
-628
| -2% | -$64.8K | 1.53% | 9 |
|
|
2022
Q2 | $3.2M | Sell |
29,914
-435
| -1% | -$46.5K | 1.6% | 8 |
|
|
2022
Q1 | $3.33M | Buy |
+30,349
| New | +$3.33M | 1.54% | 11 |
|