Petra Financial 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 | $1.33M | Sell |
12,704
-326
| -3% | -$34.1K | 0.84% | 32 |
|
|
2025
Q1 | $1.37M | Sell |
13,030
-250
| -2% | -$26.4K | 1.13% | 24 |
|
|
2024
Q4 | $1.41M | Buy |
13,280
+582
| +5% | +$62K | 0.96% | 29 |
|
|
2024
Q3 | $1.38M | Buy |
12,698
+708
| +6% | +$76.9K | 0.91% | 33 |
|
|
2024
Q2 | $1.28M | Buy |
11,990
+680
| +6% | +$72.5K | 0.92% | 34 |
|
|
2024
Q1 | $1.22M | Hold |
11,310
| – | – | 0.89% | 34 |
|
|
2023
Q4 | $1.23M | Sell |
11,310
-1,601
| -12% | -$174K | 1.02% | 31 |
|
|
2023
Q3 | $1.32M | Buy |
12,911
+4,135
| +47% | +$424K | 1.1% | 27 |
|
|
2023
Q2 | $937K | Buy |
8,776
+4,941
| +129% | +$527K | 0.84% | 35 |
|
|
2023
Q1 | $413K | Sell |
3,835
-8,850
| -70% | -$953K | 0.41% | 46 |
|
|
2022
Q4 | $1.34M | Buy |
+12,685
| New | +$1.34M | 1.47% | 24 |
|