Pinnacle Financial Partners’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
Q1 | $1.76M | Sell |
16,526
-392
| -2% | -$41.8K | 0.04% | 238 |
|
|
2024
Q4 | $1.84M | Hold |
16,918
| – | – | 0.04% | 235 |
|
|
2024
Q3 | $1.84M | Sell |
16,918
-46
| -0.3% | -$5K | 0.04% | 235 |
|
|
2024
Q2 | $1.83M | Hold |
16,964
| – | – | 0.04% | 234 |
|
|
2024
Q1 | $1.83M | Buy |
16,964
+4,412
| +35% | +$475K | 0.04% | 229 |
|
|
2023
Q4 | $1.36M | Hold |
12,552
| – | – | 0.03% | 237 |
|
|
2023
Q3 | $1.29M | Hold |
12,552
| – | – | 0.03% | 231 |
|
|
2023
Q2 | $1.34M | Hold |
12,552
| – | – | 0.03% | 225 |
|
|
2023
Q1 | $1.35M | Hold |
12,552
| – | – | 0.04% | 226 |
|
|
2022
Q4 | $1.32M | Buy |
+12,552
| New | +$1.32M | 0.04% | 222 |
|
|
2022
Q3 | – | Sell |
-2,156
| Closed | -$229K | – | 550 |
|
|
2022
Q2 | $229K | Buy |
2,156
+167
| +8% | +$17.7K | 0.01% | 340 |
|
|
2022
Q1 | $218K | Buy |
+1,989
| New | +$218K | 0.01% | 348 |
|
|
2021
Q4 | – | Sell |
-7,010
| Closed | -$814K | – | 478 |
|
|
2021
Q3 | $814K | Buy |
+7,010
| New | +$814K | 0.03% | 244 |
|
|
2021
Q2 | – | Sell |
-2,307
| Closed | -$268K | – | 477 |
|
|
2021
Q1 | $268K | Hold |
2,307
| – | – | 0.01% | 314 |
|
|
2020
Q4 | $270K | Hold |
2,307
| – | – | 0.01% | 313 |
|
|
2020
Q3 | $267K | Sell |
2,307
-1,508
| -40% | -$175K | 0.01% | 299 |
|
|
2020
Q2 | $440K | Buy |
+3,815
| New | +$440K | 0.03% | 245 |
|