Signature Estate & Investment 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 | $479K | Sell |
4,589
-1,459
| -24% | -$152K | 0.01% | 371 |
|
|
2025
Q1 | $638K | Sell |
6,048
-9,201
| -60% | -$970K | 0.02% | 291 |
|
|
2024
Q4 | $1.62M | Buy |
15,249
+6,176
| +68% | +$658K | 0.04% | 163 |
|
|
2024
Q3 | $986K | Buy |
9,073
+1,276
| +16% | +$139K | 0.02% | 206 |
|
|
2024
Q2 | $831K | Buy |
7,797
+4,948
| +174% | +$527K | 0.02% | 221 |
|
|
2024
Q1 | $307K | Sell |
2,849
-2,493
| -47% | -$268K | 0.01% | 138 |
|
|
2023
Q4 | $579K | Buy |
+5,342
| New | +$579K | 0.02% | 117 |
|
|
2022
Q4 | – | Sell |
-16,044
| Closed | -$1.65M | – | 186 |
|
|
2022
Q3 | $1.65M | Buy |
16,044
+13,175
| +459% | +$1.35M | 0.08% | 76 |
|
|
2022
Q2 | $306K | Buy |
2,869
+475
| +20% | +$50.7K | 0.02% | 139 |
|
|
2022
Q1 | $263K | Sell |
2,394
-4,446
| -65% | -$488K | 0.01% | 143 |
|
|
2021
Q4 | $796K | Buy |
6,840
+494
| +8% | +$57.5K | 0.04% | 98 |
|
|
2021
Q3 | $737K | Sell |
6,346
-201,789
| -97% | -$23.4M | 0.04% | 97 |
|
|
2021
Q2 | $24.4M | Buy |
208,135
+79,148
| +61% | +$9.28M | 1.1% | 30 |
|
|
2021
Q1 | $15M | Buy |
128,987
+29,804
| +30% | +$3.46M | 0.73% | 33 |
|
|
2020
Q4 | $11.6M | Buy |
99,183
+38,427
| +63% | +$4.5M | 0.63% | 33 |
|
|
2020
Q3 | $7.04M | Buy |
60,756
+35,841
| +144% | +$4.16M | 0.44% | 37 |
|
|
2020
Q2 | $2.88M | Buy |
+24,915
| New | +$2.88M | 0.2% | 54 |
|
|
2017
Q2 | – | Sell |
-2,500
| Closed | -$272K | – | 169 |
|
|
2017
Q1 | $272K | Buy |
+2,500
| New | +$272K | 0.03% | 127 |
|