SIG
Spinnaker Investment Group’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 | $659K | Buy |
6,309
+1,283
| +26% | +$134K | 0.15% | 44 |
|
|
2025
Q1 | $530K | Sell |
5,026
-7,219
| -59% | -$761K | 0.12% | 57 |
|
|
2024
Q4 | $1.3M | Sell |
12,245
-3,966
| -24% | -$423K | 0.31% | 28 |
|
|
2024
Q3 | $1.76M | Sell |
16,211
-5,673
| -26% | -$616K | 0.43% | 20 |
|
|
2024
Q2 | $2.33M | Sell |
21,884
-2,107
| -9% | -$225K | 0.64% | 18 |
|
|
2024
Q1 | $2.58M | Buy |
23,991
+7,698
| +47% | +$828K | 0.73% | 16 |
|
|
2023
Q4 | $1.77M | Buy |
16,293
+13,204
| +427% | +$1.43M | 0.54% | 20 |
|
|
2023
Q3 | $317K | Buy |
3,089
+54
| +2% | +$5.54K | 0.11% | 65 |
|
|
2023
Q2 | $324K | Sell |
3,035
-14
| -0.5% | -$1.49K | 0.11% | 64 |
|
|
2023
Q1 | $328K | Sell |
3,049
-442
| -13% | -$47.6K | 0.12% | 65 |
|
|
2022
Q4 | $368K | Sell |
3,491
-103
| -3% | -$10.9K | 0.13% | 62 |
|
|
2022
Q3 | $369K | Buy |
3,594
+215
| +6% | +$22.1K | 0.14% | 55 |
|
|
2022
Q2 | $359K | Sell |
3,379
-210
| -6% | -$22.3K | 0.15% | 54 |
|
|
2022
Q1 | $392K | Buy |
3,589
+25
| +0.7% | +$2.73K | 0.13% | 58 |
|
|
2021
Q4 | $409K | Buy |
+3,564
| New | +$409K | 0.14% | 58 |
|