Visionary 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 | $2.12M | Sell |
20,252
-332
| -2% | -$34.7K | 0.11% | 185 |
|
|
2025
Q1 | $2.17M | Buy |
20,584
+516
| +3% | +$54.4K | 0.13% | 162 |
|
|
2024
Q4 | $2.14M | Buy |
20,068
+221
| +1% | +$23.5K | 0.13% | 159 |
|
|
2024
Q3 | $2.16M | Sell |
19,847
-850
| -4% | -$92.3K | 0.13% | 166 |
|
|
2024
Q2 | $2.21M | Sell |
20,697
-1,867
| -8% | -$199K | 0.14% | 156 |
|
|
2024
Q1 | $2.43M | Buy |
22,564
+2,778
| +14% | +$299K | 0.16% | 149 |
|
|
2023
Q4 | $2.14M | Buy |
19,786
+4,334
| +28% | +$470K | 0.16% | 150 |
|
|
2023
Q3 | $1.58M | Buy |
15,452
+1,721
| +13% | +$176K | 0.13% | 164 |
|
|
2023
Q2 | $1.47M | Sell |
13,731
-2,163
| -14% | -$231K | 0.12% | 175 |
|
|
2023
Q1 | $1.71M | Sell |
15,894
-1,865
| -11% | -$201K | 0.15% | 146 |
|
|
2022
Q4 | $1.87M | Sell |
17,759
-11,613
| -40% | -$1.23M | 0.17% | 123 |
|
|
2022
Q3 | $3.01M | Buy |
29,372
+3,259
| +12% | +$334K | 0.31% | 86 |
|
|
2022
Q2 | $2.78M | Sell |
26,113
-21,656
| -45% | -$2.3M | 0.25% | 101 |
|
|
2022
Q1 | $5.24M | Buy |
47,769
+30,325
| +174% | +$3.32M | 0.42% | 61 |
|
|
2021
Q4 | $2.03M | Buy |
17,444
+2,334
| +15% | +$271K | 0.17% | 123 |
|
|
2021
Q3 | $1.76M | Buy |
15,110
+3,540
| +31% | +$411K | 0.18% | 110 |
|
|
2021
Q2 | $1.36M | Buy |
11,570
+5,026
| +77% | +$589K | 0.14% | 128 |
|
|
2021
Q1 | $759K | Buy |
6,544
+1,048
| +19% | +$122K | 0.08% | 163 |
|
|
2020
Q4 | $644K | Buy |
5,496
+543
| +11% | +$63.6K | 0.07% | 168 |
|
|
2020
Q3 | $574K | Buy |
4,953
+673
| +16% | +$78K | 0.08% | 148 |
|
|
2020
Q2 | $494K | Buy |
4,280
+922
| +27% | +$106K | 0.08% | 147 |
|
|
2020
Q1 | $379K | Buy |
3,358
+1,470
| +78% | +$166K | 0.07% | 140 |
|
|
2019
Q4 | $215K | Buy |
+1,888
| New | +$215K | 0.04% | 198 |
|