Sand Hill Global 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
$7.54M Sell
72,213
-18,728
-21% -$1.96M 0.28% 57
2025
Q1
$9.59M Sell
90,941
-37,746
-29% -$3.98M 0.4% 39
2024
Q4
$13.7M Buy
128,687
+5,838
+5% +$622K 0.58% 27
2024
Q3
$13.3M Sell
122,849
-7,724
-6% -$839K 0.56% 29
2024
Q2
$13.9M Sell
130,573
-22,716
-15% -$2.42M 0.63% 26
2024
Q1
$16.5M Sell
153,289
-130,426
-46% -$14M 0.78% 23
2023
Q4
$30.8M Buy
283,715
+222,503
+363% +$24.1M 1.48% 12
2023
Q3
$6.28M Buy
61,212
+16,532
+37% +$1.7M 0.35% 49
2023
Q2
$4.77M Sell
44,680
-154
-0.3% -$16.4K 0.24% 60
2023
Q1
$4.83M Sell
44,834
-58,865
-57% -$6.34M 0.26% 58
2022
Q4
$10.9M Buy
103,699
+42,439
+69% +$4.48M 0.62% 26
2022
Q3
$6.28M Sell
61,260
-95,337
-61% -$9.78M 0.4% 40
2022
Q2
$16.7M Buy
156,597
+136,458
+678% +$14.5M 0.95% 18
2022
Q1
$2.21M Buy
20,139
+11,704
+139% +$1.28M 0.12% 77
2021
Q4
$981K Sell
8,435
-233
-3% -$27.1K 0.06% 92
2021
Q3
$1.01M Sell
8,668
-5,967
-41% -$693K 0.06% 90
2021
Q2
$1.72M Sell
14,635
-3,688
-20% -$432K 0.1% 79
2021
Q1
$2.13M Sell
18,323
-2,774
-13% -$322K 0.14% 69
2020
Q4
$2.47M Sell
21,097
-217
-1% -$25.4K 0.17% 67
2020
Q3
$2.47M Sell
21,314
-3,042
-12% -$353K 0.19% 60
2020
Q2
$2.81M Buy
24,356
+1,625
+7% +$188K 0.22% 57
2020
Q1
$2.57M Sell
22,731
-10,525
-32% -$1.19M 0.24% 56
2019
Q4
$3.79M Sell
33,256
-6,554
-16% -$747K 0.34% 55
2019
Q3
$4.54M Hold
39,810
0.43% 41
2019
Q2
$4.5M Sell
39,810
-6,094
-13% -$689K 0.46% 38
2019
Q1
$5.1M Sell
45,904
-99,314
-68% -$11M 0.52% 35
2018
Q4
$15.8M Buy
+145,218
New +$15.8M 1.7% 16