Sigma Planning Corp’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 | $12.3M | Sell |
117,858
-7,202
| -6% | -$752K | 0.37% | 44 |
|
|
2025
Q1 | $13.2M | Sell |
125,060
-7,646
| -6% | -$806K | 0.42% | 38 |
|
|
2024
Q4 | $14.1M | Sell |
132,706
-12,206
| -8% | -$1.3M | 0.44% | 37 |
|
|
2024
Q3 | $15.7M | Sell |
144,912
-2,265
| -2% | -$246K | 0.48% | 31 |
|
|
2024
Q2 | $15.7M | Buy |
147,177
+10,934
| +8% | +$1.17M | 0.5% | 31 |
|
|
2024
Q1 | $14.7M | Buy |
136,243
+68,309
| +101% | +$7.35M | 0.46% | 32 |
|
|
2023
Q4 | $7.36M | Sell |
67,934
-57,874
| -46% | -$6.27M | 0.58% | 27 |
|
|
2023
Q3 | $12.9M | Buy |
125,808
+457
| +0.4% | +$46.9K | 0.48% | 32 |
|
|
2023
Q2 | $13.4M | Buy |
125,351
+3,725
| +3% | +$398K | 0.48% | 32 |
|
|
2023
Q1 | $13.1M | Sell |
121,626
-4,255
| -3% | -$458K | 0.44% | 40 |
|
|
2022
Q4 | $13.3M | Sell |
125,881
-5,367
| -4% | -$566K | 0.47% | 38 |
|
|
2022
Q3 | $13.5M | Buy |
131,248
+1,845
| +1% | +$189K | 0.51% | 32 |
|
|
2022
Q2 | $13.8M | Sell |
129,403
-418
| -0.3% | -$44.5K | 0.48% | 33 |
|
|
2022
Q1 | $14.2M | Buy |
129,821
+6,047
| +5% | +$663K | 0.43% | 35 |
|
|
2021
Q4 | $14.4M | Buy |
123,774
+5,005
| +4% | +$582K | 0.4% | 39 |
|
|
2021
Q3 | $13.8M | Buy |
118,769
+5,356
| +5% | +$622K | 0.42% | 41 |
|
|
2021
Q2 | $13.3M | Buy |
113,413
+4,498
| +4% | +$527K | 0.4% | 45 |
|
|
2021
Q1 | $12.6M | Buy |
108,915
+3,627
| +3% | +$421K | 0.4% | 43 |
|
|
2020
Q4 | $12.3M | Buy |
105,288
+12,801
| +14% | +$1.5M | 0.42% | 44 |
|
|
2020
Q3 | $10.7M | Sell |
92,487
-2,762
| -3% | -$320K | 0.42% | 42 |
|
|
2020
Q2 | $11M | Buy |
95,249
+18,533
| +24% | +$2.14M | 0.48% | 32 |
|
|
2020
Q1 | $8.67M | Buy |
76,716
+17,555
| +30% | +$1.98M | 0.51% | 29 |
|
|
2019
Q4 | $6.74M | Buy |
59,161
+2,108
| +4% | +$240K | 0.28% | 65 |
|
|
2019
Q3 | $6.51M | Buy |
57,053
+11,916
| +26% | +$1.36M | 0.31% | 57 |
|
|
2019
Q2 | $5.11M | Buy |
45,137
+3,908
| +9% | +$442K | 0.26% | 83 |
|
|
2019
Q1 | $4.58M | Buy |
41,229
+31,254
| +313% | +$3.47M | 0.26% | 87 |
|
|
2018
Q4 | $1.09M | Buy |
9,975
+348
| +4% | +$38K | 0.08% | 242 |
|
|
2018
Q3 | $1.04M | Sell |
9,627
-397
| -4% | -$42.8K | 0.06% | 290 |
|
|
2018
Q2 | $1.09M | Sell |
10,024
-137
| -1% | -$14.9K | 0.07% | 262 |
|
|
2018
Q1 | $1.11M | Sell |
10,161
-391
| -4% | -$42.6K | 0.08% | 247 |
|
|
2017
Q4 | $1.17M | Buy |
10,552
+838
| +9% | +$92.8K | 0.09% | 240 |
|
|
2017
Q3 | $1.08M | Buy |
9,714
+711
| +8% | +$78.8K | 0.09% | 242 |
|
|
2017
Q2 | $991K | Sell |
9,003
-327
| -4% | -$36K | 0.09% | 241 |
|
|
2017
Q1 | $1.02M | Buy |
9,330
+294
| +3% | +$32K | 0.1% | 235 |
|
|
2016
Q4 | $978K | Sell |
9,036
-1,499
| -14% | -$162K | 0.11% | 216 |
|
|
2016
Q3 | $1.19M | Buy |
10,535
+1,155
| +12% | +$130K | 0.14% | 167 |
|
|
2016
Q2 | $1.07M | Buy |
9,380
+2,848
| +44% | +$325K | 0.14% | 169 |
|
|
2016
Q1 | $729K | Sell |
6,532
-3,552
| -35% | -$396K | 0.1% | 233 |
|
|
2015
Q4 | $1.12M | Buy |
10,084
+1,834
| +22% | +$203K | 0.16% | 157 |
|
|
2015
Q3 | $904K | Buy |
8,250
+2,455
| +42% | +$269K | 0.14% | 172 |
|
|
2015
Q2 | $627K | Sell |
5,795
-524
| -8% | -$56.7K | 0.09% | 271 |
|
|
2015
Q1 | $699K | Buy |
6,319
+856
| +16% | +$94.7K | 0.09% | 262 |
|
|
2014
Q4 | $603K | Buy |
+5,463
| New | +$603K | 0.08% | 294 |
|