OneDigital Investment Advisors’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.6M | Sell |
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2025
Q1 | $70.7M | Sell |
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|
2024
Q4 | $85M | Sell |
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|
2024
Q3 | $88M | Buy |
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|
2024
Q2 | $82.9M | Buy |
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|
2024
Q1 | $75.5M | Buy |
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|
2023
Q4 | $60.3M | Buy |
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|
2023
Q3 | $42.8M | Buy |
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|
2023
Q2 | $42.7M | Buy |
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|
2023
Q1 | $40.2M | Sell |
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|
2022
Q4 | $40.2M | Buy |
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|
2022
Q3 | $16.4M | Buy |
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|
2022
Q2 | $11.9M | Sell |
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|
2022
Q1 | $13.1M | Sell |
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|
2021
Q4 | $14.5M | Buy |
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|
2021
Q3 | $14.3M | Sell |
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|
2021
Q2 | $14.9M | Buy |
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|
2021
Q1 | $14.4M | Sell |
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|
2020
Q4 | $14.9M | Buy |
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|
2020
Q3 | $12.8M | Sell |
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|
2020
Q2 | $12.8M | Buy |
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|
2020
Q1 | $12.2M | Sell |
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|
2019
Q4 | $15.9M | Sell |
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|
2019
Q3 | $16.4M | Sell |
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|
2019
Q2 | $25M | Buy |
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|
2019
Q1 | $5.18M | Buy |
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|
2018
Q4 | $3.71M | Buy |
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|
2018
Q3 | $2.46M | Buy |
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|
2018
Q2 | $2.19M | Buy |
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|
2018
Q1 | $2.09M | Buy |
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|
2017
Q4 | $1.27M | Buy |
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|
2017
Q3 | $1.19M | Buy |
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|
2017
Q2 | $465K | Buy |
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