Resonant Capital 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 | $15.1M | Buy |
144,086
+7,710
| +6% | +$806K | 0.96% | 27 |
|
|
2025
Q1 | $14.4M | Buy |
136,376
+10,111
| +8% | +$1.07M | 1% | 26 |
|
|
2024
Q4 | $13.5M | Buy |
126,265
+11,399
| +10% | +$1.21M | 0.98% | 23 |
|
|
2024
Q3 | $12.5M | Buy |
114,866
+3,675
| +3% | +$399K | 0.92% | 26 |
|
|
2024
Q2 | $11.8M | Buy |
111,191
+19,344
| +21% | +$2.06M | 0.96% | 26 |
|
|
2024
Q1 | $9.88M | Buy |
91,847
+8,946
| +11% | +$963K | 0.85% | 30 |
|
|
2023
Q4 | $8.99M | Sell |
82,901
-16,308
| -16% | -$1.77M | 0.87% | 28 |
|
|
2023
Q3 | $10.2M | Sell |
99,209
-570
| -0.6% | -$58.4K | 1.08% | 23 |
|
|
2023
Q2 | $10.6M | Buy |
99,779
+12,112
| +14% | +$1.29M | 1.16% | 23 |
|
|
2023
Q1 | $9.45M | Buy |
87,667
+11,257
| +15% | +$1.21M | 1.07% | 25 |
|
|
2022
Q4 | $8.06M | Buy |
76,410
+29,404
| +63% | +$3.1M | 1.01% | 25 |
|
|
2022
Q3 | $4.82M | Buy |
47,006
+32,478
| +224% | +$3.33M | 0.73% | 36 |
|
|
2022
Q2 | $1.55M | Sell |
14,528
-11,974
| -45% | -$1.27M | 0.24% | 90 |
|
|
2022
Q1 | $2.9M | Sell |
26,502
-42,045
| -61% | -$4.61M | 0.43% | 63 |
|
|
2021
Q4 | $7.97M | Buy |
68,547
+20,813
| +44% | +$2.42M | 1.2% | 19 |
|
|
2021
Q3 | $5.55M | Buy |
47,734
+12,528
| +36% | +$1.46M | 0.96% | 22 |
|
|
2021
Q2 | $4.13M | Buy |
35,206
+15,869
| +82% | +$1.86M | 0.8% | 23 |
|
|
2021
Q1 | $3.7M | Buy |
19,337
+3,964
| +26% | +$758K | 0.76% | 25 |
|
|
2020
Q4 | $1.8M | Buy |
15,373
+6,722
| +78% | +$788K | 0.43% | 49 |
|
|
2020
Q3 | $1M | Buy |
8,651
+2,009
| +30% | +$233K | 0.29% | 74 |
|
|
2020
Q2 | $766K | Buy |
+6,642
| New | +$766K | 0.22% | 87 |
|