Spire Wealth Management’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 | $797K | Sell |
7,626
-1,107
| -13% | -$116K | 0.03% | 399 |
|
|
2025
Q1 | $921K | Sell |
8,733
-1,477
| -14% | -$156K | 0.03% | 420 |
|
|
2024
Q4 | $1.09M | Sell |
10,210
-1,402
| -12% | -$149K | 0.03% | 373 |
|
|
2024
Q3 | $1.26M | Sell |
11,612
-1,568
| -12% | -$170K | 0.04% | 325 |
|
|
2024
Q2 | $1.4M | Buy |
13,180
+1,988
| +18% | +$212K | 0.05% | 283 |
|
|
2024
Q1 | $1.2M | Buy |
11,192
+1,321
| +13% | +$142K | 0.02% | 342 |
|
|
2023
Q4 | $1.06M | Buy |
9,871
+1,223
| +14% | +$131K | 0.04% | 345 |
|
|
2023
Q3 | $887K | Buy |
8,648
+554
| +7% | +$56.8K | 0.03% | 357 |
|
|
2023
Q2 | $864K | Buy |
8,094
+966
| +14% | +$103K | 0.03% | 377 |
|
|
2023
Q1 | $768K | Buy |
7,128
+338
| +5% | +$36.4K | 0.03% | 390 |
|
|
2022
Q4 | $716K | Sell |
6,790
-211
| -3% | -$22.3K | 0.04% | 285 |
|
|
2022
Q3 | $718K | Sell |
7,001
-21,351
| -75% | -$2.19M | 0.04% | 270 |
|
|
2022
Q2 | $3.02M | Sell |
28,352
-18,892
| -40% | -$2.01M | 0.12% | 159 |
|
|
2022
Q1 | $5.18M | Sell |
47,244
-1,929
| -4% | -$212K | 0.14% | 149 |
|
|
2021
Q4 | $5.72M | Sell |
49,173
-1,188
| -2% | -$138K | 0.13% | 160 |
|
|
2021
Q3 | $5.85M | Buy |
50,361
+103
| +0.2% | +$12K | 0.16% | 151 |
|
|
2021
Q2 | $5.89M | Buy |
50,258
+28
| +0.1% | +$3.28K | 0.16% | 149 |
|
|
2021
Q1 | $5.83M | Buy |
+50,230
| New | +$5.83M | 0.16% | 146 |
|