SIA
Spectrum Investment 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 | $868K | Buy |
8,304
+45
| +0.5% | +$4.7K | 0.5% | 16 |
|
2025
Q1 | $871K | Buy |
8,259
+12
| +0.1% | +$1.27K | 0.56% | 16 |
|
2024
Q4 | $879K | Sell |
8,247
-92
| -1% | -$9.8K | 0.59% | 15 |
|
2024
Q3 | $906K | Buy |
8,339
+16
| +0.2% | +$1.74K | 0.62% | 14 |
|
2024
Q2 | $887K | Buy |
8,323
+379
| +5% | +$40.4K | 0.65% | 13 |
|
2024
Q1 | $855K | Sell |
7,944
-17,665
| -69% | -$1.9M | 0.63% | 16 |
|
2023
Q4 | $2.78M | Buy |
+25,609
| New | +$2.78M | 2.2% | 12 |
|