Sequoia 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 | $175M | Buy |
1,674,873
+97,711
| +6% | +$10.2M | 1.2% | 13 |
|
|
2025
Q1 | $166M | Buy |
1,577,162
+264,260
| +20% | +$27.9M | 1.28% | 13 |
|
|
2024
Q4 | $140M | Buy |
1,312,902
+289,407
| +28% | +$30.8M | 1.35% | 10 |
|
|
2024
Q3 | $111M | Buy |
1,023,495
+12,588
| +1% | +$1.37M | 1.19% | 13 |
|
|
2024
Q2 | $108M | Sell |
1,010,907
-50,127
| -5% | -$5.34M | 1.3% | 12 |
|
|
2024
Q1 | $114M | Buy |
1,061,034
+20,780
| +2% | +$2.24M | 1.42% | 11 |
|
|
2023
Q4 | $113M | Sell |
1,040,254
-27,400
| -3% | -$2.97M | 1.4% | 13 |
|
|
2023
Q3 | $109M | Sell |
1,067,654
-52,803
| -5% | -$5.41M | 1.92% | 9 |
|
|
2023
Q2 | $120M | Sell |
1,120,457
-9,041
| -0.8% | -$965K | 2.05% | 8 |
|
|
2023
Q1 | $122M | Buy |
1,129,498
+361,437
| +47% | +$38.9M | 2.7% | 6 |
|
|
2022
Q4 | $81M | Sell |
768,061
-338,341
| -31% | -$35.7M | 1.99% | 7 |
|
|
2022
Q3 | $113M | Sell |
1,106,402
-1,531,322
| -58% | -$157M | 3.58% | 5 |
|
|
2022
Q2 | $281M | Buy |
2,637,724
+1,714,842
| +186% | +$182M | 7.93% | 2 |
|
|
2022
Q1 | $101M | Buy |
922,882
+199,258
| +28% | +$21.8M | 2.53% | 6 |
|
|
2021
Q4 | $84.1M | Buy |
723,624
+504,363
| +230% | +$58.6M | 2.29% | 8 |
|
|
2021
Q3 | $25.5M | Sell |
219,261
-191,202
| -47% | -$22.2M | 2.59% | 8 |
|
|
2021
Q2 | $48.1M | Buy |
410,463
+62,044
| +18% | +$7.27M | 1.76% | 13 |
|
|
2021
Q1 | $40.4M | Buy |
348,419
+17,030
| +5% | +$1.98M | 1.69% | 12 |
|
|
2020
Q4 | $38.8M | Buy |
331,389
+23,788
| +8% | +$2.79M | 1.78% | 11 |
|
|
2020
Q3 | $35.7M | Buy |
307,601
+27,528
| +10% | +$3.19M | 1.88% | 10 |
|
|
2020
Q2 | $32.3M | Buy |
280,073
+38,881
| +16% | +$4.49M | 1.91% | 11 |
|
|
2020
Q1 | $27.3M | Buy |
241,192
+19,036
| +9% | +$2.15M | 2.01% | 10 |
|
|
2019
Q4 | $25.3M | Buy |
222,156
+23,851
| +12% | +$2.72M | 1.61% | 12 |
|
|
2019
Q3 | $22.6M | Buy |
198,305
+17,142
| +9% | +$1.96M | 1.64% | 12 |
|
|
2019
Q2 | $20.5M | Buy |
181,163
+4,659
| +3% | +$527K | 1.52% | 14 |
|
|
2019
Q1 | $19.6M | Buy |
176,504
+164
| +0.1% | +$18.2K | 1.61% | 13 |
|
|
2018
Q4 | $19.2M | Sell |
176,340
-5,662
| -3% | -$617K | 2.22% | 10 |
|
|
2018
Q3 | $19.6M | Buy |
182,002
+138
| +0.1% | +$14.9K | 1.95% | 10 |
|
|
2018
Q2 | $19.8M | Sell |
181,864
-10,580
| -5% | -$1.15M | 2.11% | 8 |
|
|
2018
Q1 | $21M | Buy |
192,444
+26,652
| +16% | +$2.9M | 2.21% | 9 |
|
|
2017
Q4 | $18.4M | Buy |
165,792
+26,932
| +19% | +$2.98M | 1.93% | 9 |
|
|
2017
Q3 | $15.4M | Buy |
138,860
+11,952
| +9% | +$1.33M | 1.82% | 10 |
|
|
2017
Q2 | $14M | Sell |
126,908
-17,305
| -12% | -$1.91M | 1.73% | 10 |
|
|
2017
Q1 | $15.7M | Buy |
144,213
+5,725
| +4% | +$624K | 2% | 9 |
|
|
2016
Q4 | $15M | Buy |
138,488
+31,477
| +29% | +$3.41M | 2.14% | 9 |
|
|
2016
Q3 | $12.1M | Buy |
107,011
+104,851
| +4,854% | +$11.8M | 2.25% | 9 |
|
|
2016
Q2 | $246K | Hold |
2,160
| – | – | 0.07% | 197 |
|
|
2016
Q1 | $241K | Sell |
2,160
-2,428
| -53% | -$271K | 0.08% | 162 |
|
|
2015
Q4 | $508K | Buy |
4,588
+75
| +2% | +$8.3K | 0.2% | 92 |
|
|
2015
Q3 | $494K | Sell |
4,513
-56
| -1% | -$6.13K | 0.21% | 90 |
|
|
2015
Q2 | $494K | Hold |
4,569
| – | – | 0.21% | 91 |
|
|
2015
Q1 | $505K | Buy |
+4,569
| New | +$505K | 0.23% | 92 |
|