Sunbelt Securities’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 | $197K | Sell |
1,846
-338
| -15% | -$36K | 0.02% | 589 |
|
2025
Q1 | $230K | Buy |
2,184
+338
| +18% | +$35.6K | 0.02% | 532 |
|
2024
Q4 | $197K | Sell |
1,846
-442
| -19% | -$47.1K | 0.02% | 590 |
|
2024
Q3 | $249K | Buy |
2,288
+21
| +0.9% | +$2.28K | 0.02% | 536 |
|
2024
Q2 | $242K | Sell |
2,267
-603
| -21% | -$64.3K | 0.02% | 507 |
|
2024
Q1 | $309K | Sell |
2,870
-80
| -3% | -$8.61K | 0.03% | 431 |
|
2023
Q4 | $320K | Sell |
2,950
-215
| -7% | -$23.3K | 0.04% | 398 |
|
2023
Q3 | $325K | Sell |
3,165
-325
| -9% | -$33.3K | 0.04% | 384 |
|
2023
Q2 | $372K | Buy |
3,490
+20
| +0.6% | +$2.13K | 0.05% | 342 |
|
2023
Q1 | $373K | Sell |
3,470
-148
| -4% | -$15.9K | 0.06% | 313 |
|
2022
Q4 | $382K | Sell |
3,618
-6,314
| -64% | -$666K | 0.07% | 295 |
|
2022
Q3 | $1.02M | Buy |
9,932
+6,221
| +168% | +$638K | 0.22% | 122 |
|
2022
Q2 | $395K | Sell |
3,711
-503
| -12% | -$53.5K | 0.08% | 284 |
|
2022
Q1 | $462K | Sell |
4,214
-75
| -2% | -$8.22K | 0.08% | 267 |
|
2021
Q4 | $486K | Sell |
4,289
-2,505
| -37% | -$284K | 0.08% | 274 |
|
2021
Q3 | $800K | Hold |
6,794
| – | – | 0.14% | 170 |
|
2021
Q2 | $800K | Buy |
6,794
+953
| +16% | +$112K | 0.14% | 170 |
|
2021
Q1 | $678K | Buy |
5,841
+920
| +19% | +$107K | 0.13% | 191 |
|
2020
Q4 | $577K | Buy |
4,921
+435
| +10% | +$51K | 0.12% | 208 |
|
2020
Q3 | $520K | Buy |
4,486
+1,675
| +60% | +$194K | 0.14% | 185 |
|
2020
Q2 | $324K | Sell |
2,811
-3,203
| -53% | -$369K | 0.11% | 214 |
|
2020
Q1 | $677K | Buy |
+6,014
| New | +$677K | 0.03% | 188 |
|