Retirement Investment 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 | $37M | Buy |
354,160
+36,353
| +11% | +$3.8M | 3.33% | 8 |
|
2025
Q1 | $33.5M | Buy |
317,807
+22,644
| +8% | +$2.39M | 3.39% | 8 |
|
2024
Q4 | $31.4M | Buy |
295,163
+39,322
| +15% | +$4.19M | 3.32% | 8 |
|
2024
Q3 | $27.8M | Buy |
255,841
+13,289
| +5% | +$1.44M | 3.04% | 8 |
|
2024
Q2 | $25.8M | Buy |
+242,552
| New | +$25.8M | 3.14% | 8 |
|
2023
Q4 | $24M | Sell |
221,409
-157,507
| -42% | -$17.1M | 3.44% | 8 |
|
2023
Q3 | $38.9M | Buy |
378,916
+62,498
| +20% | +$6.41M | 3.54% | 8 |
|
2023
Q2 | $33.8M | Buy |
316,418
+60,160
| +23% | +$6.42M | 4.05% | 7 |
|
2023
Q1 | $27.6M | Buy |
256,258
+148,968
| +139% | +$16M | 4.94% | 6 |
|
2022
Q4 | $11.3M | Buy |
+107,290
| New | +$11.3M | 7.33% | 4 |
|