Rise 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 | $77.1K | Sell |
738
-7
| -0.9% | -$731 | 0.03% | 183 |
|
|
2025
Q1 | $78.5K | Buy |
745
+4
| +0.5% | +$422 | 0.03% | 174 |
|
|
2024
Q4 | $79K | Buy |
741
+20
| +3% | +$2.13K | 0.04% | 162 |
|
|
2024
Q3 | $78.3K | Buy |
+721
| New | +$78.3K | 0.04% | 165 |
|
|
2024
Q2 | – | Sell |
-419
| Closed | -$45.1K | – | 1256 |
|
|
2024
Q1 | $45.1K | Buy |
419
+2
| +0.5% | +$215 | 0.02% | 248 |
|
|
2023
Q4 | $45.2K | Sell |
417
-53
| -11% | -$5.75K | 0.03% | 169 |
|
|
2023
Q3 | $48.2K | Sell |
470
-262
| -36% | -$26.9K | 0.04% | 141 |
|
|
2023
Q2 | $78.1K | Buy |
732
+5
| +0.7% | +$534 | 0.06% | 120 |
|
|
2023
Q1 | $78.3K | Sell |
727
-139
| -16% | -$15K | 0.06% | 123 |
|
|
2022
Q4 | $91.4K | Buy |
866
+148
| +21% | +$15.6K | 0.07% | 108 |
|
|
2022
Q3 | $74K | Buy |
718
+4
| +0.6% | +$412 | 0.06% | 117 |
|
|
2022
Q2 | $76K | Buy |
714
+3
| +0.4% | +$319 | 0.08% | 111 |
|
|
2022
Q1 | $78K | Buy |
711
+2
| +0.3% | +$219 | 0.07% | 114 |
|
|
2021
Q4 | $82.4K | Buy |
+709
| New | +$82.4K | 0.08% | 106 |
|