Physician Wealth 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 | $1M | Buy |
9,580
+2,347
| +32% | +$245K | 0.16% | 67 |
|
|
2025
Q1 | $763K | Sell |
7,233
-984
| -12% | -$104K | 0.13% | 77 |
|
|
2024
Q4 | $876K | Sell |
8,217
-1,813
| -18% | -$193K | 0.15% | 71 |
|
|
2024
Q3 | $1.08M | Sell |
10,030
-4,703
| -32% | -$508K | 0.2% | 61 |
|
|
2024
Q2 | $1.58M | Buy |
14,733
+1,679
| +13% | +$180K | 0.29% | 50 |
|
|
2024
Q1 | $1.39M | Buy |
13,054
+1,871
| +17% | +$199K | 0.29% | 53 |
|
|
2023
Q4 | $1.2M | Sell |
11,183
-813
| -7% | -$87.4K | 0.27% | 54 |
|
|
2023
Q3 | $1.23M | Buy |
11,996
+36
| +0.3% | +$3.68K | 0.32% | 50 |
|
|
2023
Q2 | $1.27M | Buy |
11,960
+122
| +1% | +$13K | 0.32% | 45 |
|
|
2023
Q1 | $1.26M | Sell |
11,838
-209
| -2% | -$22.3K | 0.33% | 43 |
|
|
2022
Q4 | $1.3M | Buy |
12,047
+360
| +3% | +$38.9K | 0.35% | 41 |
|
|
2022
Q3 | $1.21M | Sell |
11,687
-745
| -6% | -$77K | 0.37% | 42 |
|
|
2022
Q2 | $1.35M | Sell |
12,432
-5,980
| -32% | -$649K | 0.39% | 42 |
|
|
2022
Q1 | $1.96M | Buy |
18,412
+743
| +4% | +$79.1K | 0.52% | 37 |
|
|
2021
Q4 | $2.05M | Buy |
17,669
+1,748
| +11% | +$202K | 0.54% | 38 |
|
|
2021
Q3 | $1.85M | Buy |
15,921
+352
| +2% | +$40.8K | 0.51% | 39 |
|
|
2021
Q2 | $1.83M | Buy |
15,569
+467
| +3% | +$55K | 0.53% | 39 |
|
|
2021
Q1 | $1.75M | Buy |
15,102
+426
| +3% | +$49.4K | 0.57% | 34 |
|
|
2020
Q4 | $1.72M | Buy |
14,676
+7,777
| +113% | +$909K | 0.58% | 35 |
|
|
2020
Q3 | $794K | Buy |
6,899
+500
| +8% | +$57.5K | 0.32% | 46 |
|
|
2020
Q2 | $750K | Buy |
6,399
+184
| +3% | +$21.6K | 0.3% | 49 |
|
|
2020
Q1 | $699K | Sell |
6,215
-605
| -9% | -$68K | 0.35% | 46 |
|
|
2019
Q4 | $782K | Buy |
6,820
+311
| +5% | +$35.7K | 0.35% | 40 |
|
|
2019
Q3 | $742K | Buy |
+6,509
| New | +$742K | 0.36% | 40 |
|