Sequoia Financial Advisors’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $182M | Buy |
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|
2025
Q2 | $175M | Buy |
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|
2025
Q1 | $166M | Buy |
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|
2024
Q4 | $140M | Buy |
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|
2024
Q3 | $111M | Buy |
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|
2024
Q2 | $108M | Sell |
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|
2024
Q1 | $114M | Buy |
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|
2023
Q4 | $113M | Sell |
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|
2023
Q3 | $109M | Sell |
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|
2023
Q2 | $120M | Sell |
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|
2023
Q1 | $122M | Buy |
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|
2022
Q4 | $81M | Sell |
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|
2022
Q3 | $113M | Sell |
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|
2022
Q2 | $281M | Buy |
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|
2022
Q1 | $101M | Buy |
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|
2021
Q4 | $84.1M | Buy |
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|
2021
Q3 | $25.5M | Sell |
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|
2021
Q2 | $48.1M | Buy |
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|
2021
Q1 | $40.4M | Buy |
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|
2020
Q4 | $38.8M | Buy |
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|
2020
Q3 | $35.7M | Buy |
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|
2020
Q2 | $32.3M | Buy |
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|
2020
Q1 | $27.3M | Buy |
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|
2019
Q4 | $25.3M | Buy |
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|
2019
Q3 | $22.6M | Buy |
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|
2019
Q2 | $20.5M | Buy |
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|
2019
Q1 | $19.6M | Buy |
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|
2018
Q4 | $19.2M | Sell |
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|
2018
Q3 | $19.6M | Buy |
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|
2018
Q2 | $19.8M | Sell |
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|
2018
Q1 | $21M | Buy |
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|
2017
Q4 | $18.4M | Buy |
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|
2017
Q3 | $15.4M | Buy |
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|
2017
Q2 | $14M | Sell |
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|
2017
Q1 | $15.7M | Buy |
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|
2016
Q4 | $15M | Buy |
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|
2016
Q3 | $12.1M | Buy |
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|
2016
Q2 | $246K | Hold |
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|
2016
Q1 | $241K | Sell |
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|
2015
Q4 | $508K | Buy |
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|
2015
Q3 | $494K | Sell |
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|
2015
Q2 | $494K | Hold |
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|
2015
Q1 | $505K | Buy |
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