Strategic 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 | $921K | Sell |
8,812
-474
| -5% | -$49.5K | 0.09% | 106 |
|
|
2025
Q1 | $979K | Buy |
9,286
+1,963
| +27% | +$207K | 0.1% | 109 |
|
|
2024
Q4 | $780K | Buy |
7,323
+191
| +3% | +$20.4K | 0.08% | 136 |
|
|
2024
Q3 | $775K | Buy |
7,132
+181
| +3% | +$19.7K | 0.08% | 140 |
|
|
2024
Q2 | $741K | Buy |
6,951
+708
| +11% | +$75.4K | 0.09% | 137 |
|
|
2024
Q1 | $672K | Buy |
6,243
+725
| +13% | +$78K | 0.09% | 147 |
|
|
2023
Q4 | $598K | Sell |
5,518
-289
| -5% | -$31.3K | 0.09% | 149 |
|
|
2023
Q3 | $595K | Buy |
+5,807
| New | +$595K | 0.1% | 151 |
|
|
2023
Q2 | – | Sell |
-3,067
| Closed | -$330K | – | 231 |
|
|
2023
Q1 | $330K | Buy |
3,067
+460
| +18% | +$49.6K | 0.06% | 189 |
|
|
2022
Q4 | $275K | Buy |
+2,607
| New | +$275K | 0.06% | 197 |
|