United Advisor Group’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 | $1.43M | Buy |
13,712
+9,670
| +239% | +$1.01M | 0.25% | 103 |
|
|
2025
Q1 | $426K | Buy |
4,042
+182
| +5% | +$19.2K | 0.09% | 212 |
|
|
2024
Q4 | $411K | Sell |
3,860
-651
| -14% | -$69.4K | 0.08% | 231 |
|
|
2024
Q3 | $490K | Buy |
4,511
+1,453
| +48% | +$158K | 0.11% | 193 |
|
|
2024
Q2 | $326K | Buy |
3,058
+196
| +7% | +$20.9K | 0.1% | 187 |
|
|
2024
Q1 | $308K | Sell |
2,862
-2,212
| -44% | -$238K | 0.12% | 157 |
|
|
2023
Q4 | $551K | Buy |
+5,074
| New | +$551K | 0.66% | 27 |
|