SIA
Schechter Investment Advisors’s iShares National Muni Bond ETF MUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.73M | Buy |
35,410
+727
| +2% | +$76.7K | 0.31% | 66 |
|
|
2024
Q4 | $3.7M | Buy |
34,683
+6,438
| +23% | +$686K | 0.28% | 73 |
|
|
2024
Q3 | $3.07M | Buy |
28,245
+7,103
| +34% | +$772K | 0.23% | 85 |
|
|
2024
Q2 | $2.25M | Buy |
21,142
+9,217
| +77% | +$982K | 0.17% | 104 |
|
|
2024
Q1 | $1.28M | Buy |
11,925
+1,429
| +14% | +$154K | 0.1% | 197 |
|
|
2023
Q4 | $1.14M | Buy |
10,496
+74
| +0.7% | +$8.02K | 0.1% | 207 |
|
|
2023
Q3 | $1.07M | Sell |
10,422
-14,553
| -58% | -$1.49M | 0.1% | 210 |
|
|
2023
Q2 | $2.67M | Buy |
24,975
+46
| +0.2% | +$4.91K | 0.24% | 78 |
|
|
2023
Q1 | $2.69M | Sell |
24,929
-207,331
| -89% | -$22.3M | 0.25% | 76 |
|
|
2022
Q4 | $24.5M | Buy |
232,260
+208,011
| +858% | +$21.9M | 2.24% | 4 |
|
|
2022
Q3 | $2.49M | Sell |
24,249
-4,684
| -16% | -$481K | 0.25% | 67 |
|
|
2022
Q2 | $3.08M | Sell |
28,933
-7,710
| -21% | -$820K | 0.3% | 48 |
|
|
2022
Q1 | $4.02M | Sell |
36,643
-41,463
| -53% | -$4.55M | 0.37% | 37 |
|
|
2021
Q4 | $9.08M | Buy |
+78,106
| New | +$9.08M | 0.82% | 13 |
|