United Capital Financial 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 | $58.4M | Sell |
558,968
-61,413
| -10% | -$6.42M | 0.47% | 41 |
|
|
2025
Q1 | $65.4M | Buy |
620,381
+22,904
| +4% | +$2.41M | 0.56% | 37 |
|
|
2024
Q4 | $63.7M | Sell |
597,477
-26,874
| -4% | -$2.86M | 0.54% | 40 |
|
|
2024
Q3 | $67.8M | Buy |
624,351
+6,946
| +1% | +$755K | 0.56% | 40 |
|
|
2024
Q2 | $65.8M | Sell |
617,405
-292
| -0% | -$31.1K | 0.57% | 40 |
|
|
2024
Q1 | $66.5M | Sell |
617,697
-15,924
| -3% | -$1.71M | 0.55% | 39 |
|
|
2023
Q4 | $68.7M | Sell |
633,621
-401,581
| -39% | -$43.5M | 0.57% | 35 |
|
|
2023
Q3 | $106M | Sell |
1,035,202
-145,536
| -12% | -$14.9M | 0.7% | 28 |
|
|
2023
Q2 | $126M | Buy |
1,180,738
+30,859
| +3% | +$3.29M | 0.69% | 27 |
|
|
2023
Q1 | $124M | Buy |
1,149,879
+132,876
| +13% | +$14.3M | 0.69% | 28 |
|
|
2022
Q4 | $107M | Sell |
1,017,003
-76,949
| -7% | -$8.12M | 0.6% | 32 |
|
|
2022
Q3 | $112M | Buy |
1,093,952
+51,702
| +5% | +$5.3M | 0.66% | 28 |
|
|
2022
Q2 | $111M | Buy |
1,042,250
+42,859
| +4% | +$4.56M | 0.61% | 31 |
|
|
2022
Q1 | $110M | Buy |
999,391
+86,541
| +9% | +$9.49M | 0.53% | 34 |
|
|
2021
Q4 | $106M | Buy |
912,850
+104,205
| +13% | +$12.1M | 0.49% | 36 |
|
|
2021
Q3 | $93.9M | Buy |
808,645
+91,964
| +13% | +$10.7M | 0.47% | 38 |
|
|
2021
Q2 | $84M | Buy |
716,681
+96,484
| +16% | +$11.3M | 0.42% | 46 |
|
|
2021
Q1 | $72M | Buy |
620,197
+82,722
| +15% | +$9.6M | 0.4% | 51 |
|
|
2020
Q4 | $63M | Buy |
537,475
+80,050
| +18% | +$9.38M | 0.38% | 54 |
|
|
2020
Q3 | $53M | Buy |
457,425
+194,413
| +74% | +$22.5M | 0.35% | 64 |
|
|
2020
Q2 | $30.4M | Buy |
263,012
+9,677
| +4% | +$1.12M | 0.22% | 102 |
|
|
2020
Q1 | $28.6M | Sell |
253,335
-19,862
| -7% | -$2.24M | 0.24% | 94 |
|
|
2019
Q4 | $31.1M | Sell |
273,197
-891
| -0.3% | -$101K | 0.2% | 110 |
|
|
2019
Q3 | $31.3M | Buy |
274,088
+34,137
| +14% | +$3.89M | 0.22% | 104 |
|
|
2019
Q2 | $27.1M | Buy |
239,951
+8,196
| +4% | +$927K | 0.18% | 122 |
|
|
2019
Q1 | $25.8M | Buy |
231,755
+4,031
| +2% | +$448K | 0.18% | 122 |
|
|
2018
Q4 | $24.8M | Buy |
227,724
+20,554
| +10% | +$2.24M | 0.2% | 110 |
|
|
2018
Q3 | $22.4M | Buy |
207,170
+772
| +0.4% | +$83.3K | 0.16% | 144 |
|
|
2018
Q2 | $22.5M | Sell |
206,398
-10,388
| -5% | -$1.13M | 0.17% | 133 |
|
|
2018
Q1 | $23.6M | Buy |
216,786
+12,614
| +6% | +$1.37M | 0.18% | 129 |
|
|
2017
Q4 | $22.6M | Buy |
204,172
+11,895
| +6% | +$1.32M | 0.18% | 131 |
|
|
2017
Q3 | $21.3M | Buy |
192,277
+10,033
| +6% | +$1.11M | 0.18% | 127 |
|
|
2017
Q2 | $20.1M | Buy |
182,244
+772
| +0.4% | +$85K | 0.18% | 124 |
|
|
2017
Q1 | $19.8M | Buy |
181,472
+17,983
| +11% | +$1.96M | 0.18% | 118 |
|
|
2016
Q4 | $17.7M | Sell |
163,489
-13,515
| -8% | -$1.46M | 0.17% | 128 |
|
|
2016
Q3 | $20M | Sell |
177,004
-14
| -0% | -$1.58K | 0.19% | 119 |
|
|
2016
Q2 | $20.2M | Buy |
177,018
+3,224
| +2% | +$368K | 0.21% | 103 |
|
|
2016
Q1 | $19.4M | Buy |
173,794
+19,065
| +12% | +$2.13M | 0.21% | 93 |
|
|
2015
Q4 | $17.1M | Buy |
154,729
+10,626
| +7% | +$1.18M | 0.2% | 104 |
|
|
2015
Q3 | $15.8M | Sell |
144,103
-11,750
| -8% | -$1.29M | 0.19% | 100 |
|
|
2015
Q2 | $16.9M | Sell |
155,853
-151,999
| -49% | -$16.4M | 0.2% | 119 |
|
|
2015
Q1 | $33.7M | Buy |
307,852
+55,495
| +22% | +$6.08M | 0.41% | 51 |
|
|
2014
Q4 | $27.8M | Buy |
252,357
+25,906
| +11% | +$2.86M | 0.42% | 59 |
|
|
2014
Q3 | $24.8M | Buy |
226,451
+31,222
| +16% | +$3.42M | 0.43% | 52 |
|
|
2014
Q2 | $21.2M | Buy |
195,229
+106,249
| +119% | +$11.5M | 0.39% | 64 |
|
|
2014
Q1 | $9.53M | Buy |
88,980
+19,344
| +28% | +$2.07M | 0.2% | 118 |
|
|
2013
Q4 | $7.22M | Sell |
69,636
-10,654
| -13% | -$1.11M | 0.25% | 110 |
|
|
2013
Q3 | $8.39M | Buy |
80,290
+4,347
| +6% | +$454K | 0.27% | 84 |
|
|
2013
Q2 | $7.98M | Buy |
+75,943
| New | +$7.98M | 0.21% | 129 |
|