Prospera Financial Services’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
$5.78M Buy
55,360
+7,580
+16% +$792K 0.11% 202
2025
Q1
$5.04M Buy
47,780
+1,924
+4% +$203K 0.12% 198
2024
Q4
$4.89M Buy
45,856
+38,167
+496% +$4.07M 0.11% 203
2024
Q3
$836K Sell
7,689
-648
-8% -$70.4K 0.02% 549
2024
Q2
$889K Sell
8,337
-647
-7% -$69K 0.02% 539
2024
Q1
$967K Sell
8,984
-482
-5% -$51.9K 0.03% 502
2023
Q4
$1.03M Sell
9,466
-1,422
-13% -$154K 0.03% 465
2023
Q3
$1.12M Sell
10,888
-991
-8% -$102K 0.04% 402
2023
Q2
$1.27M Buy
11,879
+806
+7% +$86K 0.05% 360
2023
Q1
$1.19M Sell
11,073
-10
-0.1% -$1.08K 0.05% 372
2022
Q4
$1.17M Buy
11,083
+3,950
+55% +$417K 0.06% 324
2022
Q3
$732K Sell
7,133
-479
-6% -$49.2K 0.04% 438
2022
Q2
$810K Sell
7,612
-8,862
-54% -$943K 0.04% 412
2022
Q1
$1.81M Sell
16,474
-15,159
-48% -$1.66M 0.08% 294
2021
Q4
$3.68M Buy
31,633
+7,076
+29% +$823K 0.16% 151
2021
Q3
$2.85M Buy
24,557
+3,423
+16% +$398K 0.14% 179
2021
Q2
$2.48M Buy
21,134
+14,392
+213% +$1.69M 0.12% 207
2021
Q1
$783K Buy
6,742
+2,418
+56% +$281K 0.05% 387
2020
Q4
$507K Buy
4,324
+3,569
+473% +$418K 0.03% 419
2020
Q3
$88K Sell
755
-3,065
-80% -$357K 0.03% 443
2020
Q2
$441K Sell
3,820
-1,173
-23% -$135K 0.04% 379
2020
Q1
$564K Hold
4,993
0.06% 281
2019
Q4
$569K Buy
4,993
+413
+9% +$47.1K 0.04% 358
2019
Q3
$523K Buy
4,580
+1,315
+40% +$150K 0.05% 301
2019
Q2
$369K Buy
+3,265
New +$369K 0.04% 354
2018
Q3
Sell
-3,272
Closed -$356K 439
2018
Q2
$356K Sell
3,272
-191
-6% -$20.8K 0.05% 304
2018
Q1
$376K Sell
3,463
-611
-15% -$66.3K 0.05% 291
2017
Q4
$450K Sell
4,074
-1,772
-30% -$196K 0.07% 235
2017
Q3
$648K Sell
5,846
-148
-2% -$16.4K 0.1% 191
2017
Q2
$659K Buy
5,994
+3,872
+182% +$426K 0.11% 178
2017
Q1
$231K Buy
2,122
+6
+0.3% +$653 0.04% 312
2016
Q4
$229K Sell
2,116
-6,901
-77% -$747K 0.04% 324
2016
Q3
$1.02M Buy
9,017
+268
+3% +$30.2K 0.2% 94
2016
Q2
$997K Buy
8,749
+45
+0.5% +$5.13K 0.21% 92
2016
Q1
$972K Buy
8,704
+79
+0.9% +$8.82K 0.22% 81
2015
Q4
$955K Buy
8,625
+170
+2% +$18.8K 0.21% 75
2015
Q3
$926K Buy
8,455
+1,339
+19% +$147K 0.23% 62
2015
Q2
$770K Buy
7,116
+685
+11% +$74.1K 0.18% 92
2015
Q1
$711K Buy
6,431
+23
+0.4% +$2.54K 0.16% 94
2014
Q4
$707K Buy
6,408
+44
+0.7% +$4.86K 0.18% 92
2014
Q3
$698K Buy
6,364
+531
+9% +$58.2K 0.19% 83
2014
Q2
$634K Buy
5,833
+528
+10% +$57.4K 0.17% 97
2014
Q1
$568K Buy
+5,305
New +$568K 0.18% 81
2013
Q4
Sell
-2,144
Closed -$223K 282
2013
Q3
$223K Buy
+2,144
New +$223K 0.08% 198