RTD Financial 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 | $19.2M | Sell |
183,363
-16,055
| -8% | -$1.68M | 2.45% | 10 |
|
|
2025
Q1 | $21M | Buy |
199,418
+4,483
| +2% | +$473K | 2.83% | 10 |
|
|
2024
Q4 | $20.8M | Buy |
194,935
+7,180
| +4% | +$765K | 2.66% | 10 |
|
|
2024
Q3 | $20.4M | Buy |
187,755
+4,025
| +2% | +$437K | 2.58% | 11 |
|
|
2024
Q2 | $19.6M | Buy |
183,730
+1,414
| +0.8% | +$151K | 2.63% | 10 |
|
|
2024
Q1 | $19.6M | Buy |
182,316
+2,725
| +2% | +$293K | 2.64% | 10 |
|
|
2023
Q4 | $19.5M | Buy |
179,591
+73,232
| +69% | +$7.94M | 2.73% | 10 |
|
|
2023
Q3 | $10.9M | Sell |
106,359
-4,619
| -4% | -$474K | 1.67% | 16 |
|
|
2023
Q2 | $11.8M | Buy |
110,978
+7,122
| +7% | +$760K | 1.72% | 16 |
|
|
2023
Q1 | $11.2M | Buy |
103,856
+2,624
| +3% | +$283K | 1.73% | 16 |
|
|
2022
Q4 | $10.7M | Buy |
+101,232
| New | +$10.7M | 1.74% | 15 |
|
|
2022
Q3 | – | Sell |
-102,880
| Closed | -$10.9M | – | 101 |
|
|
2022
Q2 | $10.9M | Sell |
102,880
-191,611
| -65% | -$20.4M | 1.68% | 17 |
|
|
2022
Q1 | $32.3M | Buy |
294,491
+7,894
| +3% | +$865K | 4.36% | 5 |
|
|
2021
Q4 | $33.3M | Buy |
+286,597
| New | +$33.3M | 4.36% | 5 |
|