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 |
|