Stratos Wealth 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 | $2.09M | Sell |
19,967
-1,510
| -7% | -$158K | 0.11% | 200 |
|
|
2025
Q1 | $2.26M | Sell |
21,477
-22,892
| -52% | -$2.41M | 0.12% | 157 |
|
|
2024
Q4 | $4.73M | Sell |
44,369
-269
| -0.6% | -$28.7K | 0.23% | 101 |
|
|
2024
Q3 | $4.85M | Buy |
44,638
+4,917
| +12% | +$534K | 0.22% | 99 |
|
|
2024
Q2 | $4.23M | Buy |
39,721
+4,612
| +13% | +$491K | 0.21% | 108 |
|
|
2024
Q1 | $3.78M | Buy |
35,109
+1,549
| +5% | +$167K | 0.22% | 111 |
|
|
2023
Q4 | $3.64M | Sell |
33,560
-3,241
| -9% | -$351K | 0.21% | 141 |
|
|
2023
Q3 | $3.77M | Buy |
36,801
+3,700
| +11% | +$379K | 0.25% | 117 |
|
|
2023
Q2 | $3.53M | Buy |
33,101
+6,115
| +23% | +$653K | 0.25% | 112 |
|
|
2023
Q1 | $2.91M | Buy |
26,986
+1,210
| +5% | +$130K | 0.22% | 128 |
|
|
2022
Q4 | $2.72M | Sell |
25,776
-4,856
| -16% | -$512K | 0.23% | 127 |
|
|
2022
Q3 | $3.14M | Buy |
30,632
+7,049
| +30% | +$723K | 0.33% | 81 |
|
|
2022
Q2 | $2.51M | Sell |
23,583
-17,465
| -43% | -$1.86M | 0.23% | 119 |
|
|
2022
Q1 | $4.5M | Buy |
41,048
+7,644
| +23% | +$838K | 0.37% | 66 |
|
|
2021
Q4 | $3.88M | Buy |
33,404
+3,728
| +13% | +$433K | 0.28% | 97 |
|
|
2021
Q3 | $3.45M | Sell |
29,676
-13,621
| -31% | -$1.58M | 0.29% | 94 |
|
|
2021
Q2 | $5.07M | Buy |
43,297
+28,652
| +196% | +$3.36M | 0.45% | 53 |
|
|
2021
Q1 | $1.7M | Buy |
14,645
+8,103
| +124% | +$941K | 0.18% | 157 |
|
|
2020
Q4 | $767K | Buy |
6,542
+552
| +9% | +$64.7K | 0.11% | 191 |
|
|
2020
Q3 | $694K | Buy |
5,990
+2,812
| +88% | +$326K | 0.17% | 142 |
|
|
2020
Q2 | $367K | Sell |
3,178
-5,638
| -64% | -$651K | 0.11% | 179 |
|
|
2020
Q1 | $996K | Buy |
8,816
+4,842
| +122% | +$547K | 0.71% | 35 |
|
|
2019
Q4 | $453K | Buy |
+3,974
| New | +$453K | 0.26% | 86 |
|