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