STA
Smith Thornton 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
Q2 | $637K | Sell |
6,095
-425
| -7% | -$44.4K | 0.37% | 67 |
|
2025
Q1 | $687K | Sell |
6,520
-2,405
| -27% | -$254K | 0.43% | 59 |
|
2024
Q4 | $951K | Hold |
8,925
| – | – | 0.6% | 59 |
|
2024
Q3 | $970K | Buy |
8,925
+2,720
| +44% | +$295K | 0.64% | 53 |
|
2024
Q2 | $661K | Buy |
+6,205
| New | +$661K | 0.49% | 61 |
|