Soltis 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 | $584K | Sell |
5,588
-657
| -11% | -$68.6K | 0.05% | 239 |
|
|
2025
Q1 | $658K | Sell |
6,245
-876
| -12% | -$92.4K | 0.06% | 204 |
|
|
2024
Q4 | $759K | Buy |
7,121
+2,790
| +64% | +$297K | 0.07% | 193 |
|
|
2024
Q3 | $471K | Buy |
4,331
+1,949
| +82% | +$212K | 0.05% | 228 |
|
|
2024
Q2 | $254K | Sell |
2,382
-264
| -10% | -$28.1K | 0.03% | 284 |
|
|
2024
Q1 | $285K | Buy |
+2,646
| New | +$285K | 0.03% | 254 |
|
|
2022
Q1 | – | Sell |
-4,880
| Closed | -$567K | – | 260 |
|
|
2021
Q4 | $567K | Buy |
4,880
+70
| +1% | +$8.13K | 0.08% | 161 |
|
|
2021
Q3 | $559K | Sell |
4,810
-121
| -2% | -$14.1K | 0.09% | 153 |
|
|
2021
Q2 | $578K | Buy |
+4,931
| New | +$578K | 0.09% | 156 |
|