U.S. Capital 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 | $2.34M | Buy |
22,409
+514
| +2% | +$53.7K | 0.07% | 269 |
|
|
2025
Q1 | $2.31M | Buy |
21,895
+24
| +0.1% | +$2.53K | 0.07% | 259 |
|
|
2024
Q4 | $2.33M | Buy |
21,871
+938
| +4% | +$99.9K | 0.07% | 268 |
|
|
2024
Q3 | $2.27M | Sell |
20,933
-5,121
| -20% | -$556K | 0.08% | 231 |
|
|
2024
Q2 | $2.78M | Buy |
26,054
+7,809
| +43% | +$832K | 0.11% | 187 |
|
|
2024
Q1 | $1.96M | Sell |
18,245
-1,449
| -7% | -$156K | 0.08% | 239 |
|
|
2023
Q4 | $2.14M | Buy |
19,694
+950
| +5% | +$103K | 0.08% | 210 |
|
|
2023
Q3 | $1.92M | Buy |
18,744
+2,132
| +13% | +$219K | 0.09% | 200 |
|
|
2023
Q2 | $1.77M | Buy |
16,612
+2,537
| +18% | +$271K | 0.08% | 232 |
|
|
2023
Q1 | $1.52M | Buy |
14,075
+504
| +4% | +$54.3K | 0.07% | 248 |
|
|
2022
Q4 | $1.43M | Buy |
13,571
+1,580
| +13% | +$167K | 0.07% | 268 |
|
|
2022
Q3 | $1.23M | Sell |
11,991
-1,660
| -12% | -$170K | 0.06% | 289 |
|
|
2022
Q2 | $1.45M | Sell |
13,651
-943
| -6% | -$100K | 0.06% | 282 |
|
|
2022
Q1 | $1.6M | Buy |
14,594
+8,249
| +130% | +$904K | 0.06% | 317 |
|
|
2021
Q4 | $738K | Sell |
6,345
-2,376
| -27% | -$276K | 0.03% | 445 |
|
|
2021
Q3 | $1.01M | Buy |
+8,721
| New | +$1.01M | 0.04% | 378 |
|