Robertson Stephens Wealth Management’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 | $14.4M | Buy |
137,365
+33,954
| +33% | +$3.55M | 0.46% | 43 |
|
|
2025
Q1 | $10.9M | Buy |
103,411
+20,664
| +25% | +$2.18M | 0.37% | 49 |
|
|
2024
Q4 | $8.82M | Buy |
82,747
+32,585
| +65% | +$3.47M | 0.31% | 68 |
|
|
2024
Q3 | $5.45M | Sell |
50,162
-4,653
| -8% | -$505K | 0.2% | 103 |
|
|
2024
Q2 | $5.84M | Sell |
54,815
-2,334
| -4% | -$249K | 0.29% | 61 |
|
|
2024
Q1 | $6.15M | Sell |
57,149
-2,415
| -4% | -$260K | 0.33% | 54 |
|
|
2023
Q4 | $6.46M | Sell |
59,564
-23,756
| -29% | -$2.58M | 0.39% | 47 |
|
|
2023
Q3 | $8.54M | Sell |
83,320
-7,304
| -8% | -$749K | 0.58% | 35 |
|
|
2023
Q2 | $9.67M | Sell |
90,624
-12,780
| -12% | -$1.36M | 0.68% | 28 |
|
|
2023
Q1 | $11.1M | Buy |
103,404
+1,784
| +2% | +$192K | 0.86% | 24 |
|
|
2022
Q4 | $10.7M | Buy |
101,620
+62,707
| +161% | +$6.62M | 1.04% | 17 |
|
|
2022
Q3 | $3.99M | Sell |
38,913
-86,508
| -69% | -$8.87M | 0.42% | 48 |
|
|
2022
Q2 | $13.3M | Buy |
125,421
+109,422
| +684% | +$11.6M | 1.26% | 14 |
|
|
2022
Q1 | $1.75M | Sell |
15,999
-10,173
| -39% | -$1.12M | 0.15% | 122 |
|
|
2021
Q4 | $3.04M | Buy |
26,172
+18,675
| +249% | +$2.17M | 0.26% | 89 |
|
|
2021
Q3 | $870K | Sell |
7,497
-36
| -0.5% | -$4.18K | 0.1% | 136 |
|
|
2021
Q2 | $882K | Buy |
7,533
+2,328
| +45% | +$273K | 0.11% | 138 |
|
|
2021
Q1 | $604K | Sell |
5,205
-724
| -12% | -$84K | 0.1% | 158 |
|
|
2020
Q4 | $694K | Buy |
5,929
+4,114
| +227% | +$482K | 0.15% | 118 |
|
|
2020
Q3 | $210K | Buy |
+1,815
| New | +$210K | 0.05% | 223 |
|