SFS
Sowell Financial Services’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 | $924K | Sell |
8,845
-1,009
| -10% | -$105K | 0.04% | 435 |
|
|
2025
Q1 | $1.04M | Buy |
+9,854
| New | +$1.04M | 0.05% | 373 |
|
|
2024
Q4 | – | Sell |
-32,577
| Closed | -$3.54M | – | 570 |
|
|
2024
Q3 | $3.54M | Sell |
32,577
-2,098
| -6% | -$228K | 0.16% | 138 |
|
|
2024
Q2 | $3.7M | Buy |
34,675
+1,330
| +4% | +$142K | 0.18% | 135 |
|
|
2024
Q1 | $3.59M | Sell |
33,345
-350
| -1% | -$37.7K | 0.17% | 141 |
|
|
2023
Q4 | $3.65M | Sell |
33,695
-19,054
| -36% | -$2.07M | 0.2% | 132 |
|
|
2023
Q3 | $5.41M | Sell |
52,749
-340
| -0.6% | -$34.9K | 0.34% | 75 |
|
|
2023
Q2 | $5.67M | Buy |
53,089
+45,088
| +564% | +$4.81M | 0.32% | 76 |
|
|
2023
Q1 | $862K | Sell |
8,001
-31,515
| -80% | -$3.4M | 0.07% | 323 |
|
|
2022
Q4 | $4.17M | Buy |
39,516
+23,346
| +144% | +$2.46M | 0.27% | 99 |
|
|
2022
Q3 | $1.66M | Buy |
+16,170
| New | +$1.66M | 0.17% | 159 |
|
|
2022
Q1 | – | Sell |
-12,625
| Closed | -$1.47M | – | 384 |
|
|
2021
Q4 | $1.47M | Sell |
12,625
-9
| -0.1% | -$1.05K | 0.08% | 259 |
|
|
2021
Q3 | $1.47M | Buy |
12,634
+1,098
| +10% | +$128K | 0.1% | 232 |
|
|
2021
Q2 | $1.35M | Sell |
11,536
-1,015
| -8% | -$119K | 0.09% | 254 |
|
|
2021
Q1 | $1.46M | Buy |
12,551
+1,070
| +9% | +$125K | 0.05% | 309 |
|
|
2020
Q4 | $1.35M | Buy |
11,481
+671
| +6% | +$78.7K | 0.06% | 266 |
|
|
2020
Q3 | $1.25M | Sell |
10,810
-2,485
| -19% | -$288K | 0.06% | 253 |
|
|
2020
Q2 | $1.53M | Sell |
13,295
-45,201
| -77% | -$5.22M | 0.08% | 208 |
|
|
2020
Q1 | $6.61M | Buy |
58,496
+4,085
| +8% | +$462K | 0.49% | 40 |
|
|
2019
Q4 | $6.2M | Buy |
54,411
+34,116
| +168% | +$3.89M | 0.47% | 37 |
|
|
2019
Q3 | $2.32M | Buy |
+20,295
| New | +$2.32M | 0.19% | 109 |
|
|
2019
Q1 | $907K | Buy |
8,156
+1,056
| +15% | +$117K | 0.1% | 218 |
|
|
2018
Q4 | $774K | Buy |
+7,100
| New | +$774K | 0.11% | 200 |
|
|
2018
Q3 | – | Sell |
-12,890
| Closed | -$1.4M | – | 433 |
|
|
2018
Q2 | $1.4M | Buy |
12,890
+2,155
| +20% | +$235K | 0.3% | 75 |
|
|
2018
Q1 | $1.16M | Sell |
10,735
-802
| -7% | -$86.6K | 0.29% | 83 |
|
|
2017
Q4 | $1.27M | Buy |
11,537
+6,294
| +120% | +$693K | 0.31% | 80 |
|
|
2017
Q3 | $579K | Sell |
5,243
-290
| -5% | -$32K | 0.15% | 126 |
|
|
2017
Q2 | $614K | Sell |
5,533
-44
| -0.8% | -$4.88K | 0.17% | 116 |
|
|
2017
Q1 | $615K | Sell |
5,577
-237
| -4% | -$26.1K | 0.18% | 125 |
|
|
2016
Q4 | $627K | Buy |
+5,814
| New | +$627K | 0.21% | 104 |
|