RIA
Regal Investment Advisors’s iShares National Muni Bond ETF MUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.36M | Sell |
80,020
-1,495
| -2% | -$156K | 0.63% | 35 |
|
|
2025
Q1 | $8.59M | Sell |
81,515
-2,177
| -3% | -$230K | 0.7% | 30 |
|
|
2024
Q4 | $8.92M | Buy |
83,692
+7,924
| +10% | +$844K | 0.67% | 35 |
|
|
2024
Q3 | $8.23M | Buy |
75,768
+3,830
| +5% | +$416K | 0.58% | 39 |
|
|
2024
Q2 | $7.66M | Buy |
71,938
+491
| +0.7% | +$52.3K | 0.5% | 50 |
|
|
2024
Q1 | $7.69M | Buy |
71,447
+1,095
| +2% | +$118K | 0.53% | 45 |
|
|
2023
Q4 | $7.63M | Buy |
70,352
+7,092
| +11% | +$769K | 0.58% | 43 |
|
|
2023
Q3 | $6.49M | Sell |
63,260
-2,006
| -3% | -$206K | 0.55% | 45 |
|
|
2023
Q2 | $6.97M | Buy |
65,266
+1,289
| +2% | +$138K | 0.58% | 43 |
|
|
2023
Q1 | $6.89M | Buy |
63,977
+8,520
| +15% | +$918K | 0.61% | 42 |
|
|
2022
Q4 | $5.85M | Sell |
55,457
-7,022
| -11% | -$741K | 0.57% | 47 |
|
|
2022
Q3 | $6.41M | Buy |
62,479
+12,755
| +26% | +$1.31M | 0.68% | 33 |
|
|
2022
Q2 | $5.29M | Sell |
49,724
-3,599
| -7% | -$383K | 0.55% | 47 |
|
|
2022
Q1 | $5.85M | Buy |
53,323
+4,165
| +8% | +$457K | 0.54% | 49 |
|
|
2021
Q4 | $5.72M | Buy |
49,158
+5,498
| +13% | +$639K | 0.51% | 49 |
|
|
2021
Q3 | $5.07M | Buy |
43,660
+858
| +2% | +$99.7K | 0.49% | 53 |
|
|
2021
Q2 | $5.02M | Buy |
42,802
+10,230
| +31% | +$1.2M | 0.5% | 49 |
|
|
2021
Q1 | $3.78M | Sell |
32,572
-7,974
| -20% | -$925K | 3.83% | 9 |
|
|
2020
Q4 | $4.75M | Buy |
40,546
+9,181
| +29% | +$1.08M | 0.54% | 43 |
|
|
2020
Q3 | $3.64M | Sell |
31,365
-3,547
| -10% | -$411K | 4.3% | 9 |
|
|
2020
Q2 | $4.03M | Buy |
34,912
+6,986
| +25% | +$806K | 0.74% | 33 |
|
|
2020
Q1 | $3.16M | Sell |
27,926
-4,587
| -14% | -$518K | 4.64% | 8 |
|
|
2019
Q4 | $3.7M | Buy |
32,513
+426
| +1% | +$48.5K | 0.67% | 35 |
|
|
2019
Q3 | $3.66M | Buy |
32,087
+1,418
| +5% | +$162K | 0.71% | 33 |
|
|
2019
Q2 | $3.47M | Buy |
30,669
+479
| +2% | +$54.2K | 0.68% | 34 |
|
|
2019
Q1 | $3.36M | Buy |
30,190
+476
| +2% | +$52.9K | 0.68% | 41 |
|
|
2018
Q4 | $3.24M | Buy |
29,714
+4,636
| +18% | +$506K | 0.71% | 35 |
|
|
2018
Q3 | $2.71M | Buy |
25,078
+2,429
| +11% | +$262K | 0.57% | 43 |
|
|
2018
Q2 | $2.47M | Sell |
22,649
-1,888
| -8% | -$206K | 0.75% | 36 |
|
|
2018
Q1 | $2.67M | Buy |
24,537
+1,394
| +6% | +$152K | 0.59% | 45 |
|
|
2017
Q4 | $2.56M | Buy |
23,143
+986
| +4% | +$109K | 0.57% | 49 |
|
|
2017
Q3 | $2.46M | Sell |
22,157
-1,718
| -7% | -$191K | 0.57% | 51 |
|
|
2017
Q2 | $2.63M | Sell |
23,875
-3,488
| -13% | -$384K | 0.65% | 45 |
|
|
2017
Q1 | $2.98M | Buy |
27,363
+1,103
| +4% | +$120K | 0.78% | 36 |
|
|
2016
Q4 | $2.84M | Sell |
26,260
-2,296
| -8% | -$248K | 0.79% | 45 |
|
|
2016
Q3 | $3.22M | Buy |
28,556
+3,427
| +14% | +$386K | 0.91% | 33 |
|
|
2016
Q2 | $2.86M | Sell |
25,129
-1,737
| -6% | -$198K | 0.79% | 44 |
|
|
2016
Q1 | $3M | Buy |
26,866
+7,943
| +42% | +$887K | 0.81% | 45 |
|
|
2015
Q4 | $2.09M | Buy |
18,923
+4,170
| +28% | +$461K | 0.54% | 72 |
|
|
2015
Q3 | $1.62M | Buy |
14,753
+1,654
| +13% | +$181K | 0.42% | 81 |
|
|
2015
Q2 | $1.42M | Buy |
13,099
+1,313
| +11% | +$142K | 0.38% | 83 |
|
|
2015
Q1 | $1.3M | Buy |
11,786
+1,215
| +11% | +$134K | 0.32% | 93 |
|
|
2014
Q4 | $1.17M | Buy |
10,571
+6,464
| +157% | +$713K | 0.31% | 96 |
|
|
2014
Q3 | $450K | Buy |
4,107
+2,585
| +170% | +$283K | 0.14% | 152 |
|
|
2014
Q2 | $165K | Hold |
1,522
| – | – | 0.06% | 219 |
|
|
2014
Q1 | $163K | Buy |
+1,522
| New | +$163K | 0.07% | 210 |
|
|
2013
Q4 | – | Sell |
-2,222
| Closed | -$232K | – | 911 |
|
|
2013
Q3 | $232K | Sell |
2,222
-540
| -20% | -$56.4K | 0.14% | 153 |
|
|
2013
Q2 | $290K | Buy |
+2,762
| New | +$290K | 0.16% | 132 |
|