Vista Investment Management’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 | $260K | Sell |
2,490
-30
| -1% | -$3.13K | 0.1% | 153 |
|
|
2025
Q1 | $266K | Sell |
2,520
-453
| -15% | -$47.8K | 0.1% | 151 |
|
|
2024
Q4 | $317K | Hold |
2,973
| – | – | 0.12% | 147 |
|
|
2024
Q3 | $323K | Hold |
2,973
| – | – | 0.12% | 145 |
|
|
2024
Q2 | $317K | Sell |
2,973
-50
| -2% | -$5.33K | 0.13% | 137 |
|
|
2024
Q1 | $325K | Hold |
3,023
| – | – | 0.13% | 140 |
|
|
2023
Q4 | $328K | Buy |
3,023
+975
| +48% | +$106K | 0.15% | 130 |
|
|
2023
Q3 | $210K | Sell |
2,048
-584
| -22% | -$59.9K | 0.11% | 154 |
|
|
2023
Q2 | $281K | Buy |
+2,632
| New | +$281K | 0.14% | 140 |
|
|
2022
Q2 | – | Sell |
-2,282
| Closed | -$250K | – | 167 |
|
|
2022
Q1 | $250K | Buy |
2,282
+99
| +5% | +$10.8K | 0.14% | 149 |
|
|
2021
Q4 | $254K | Sell |
2,183
-5
| -0.2% | -$582 | 0.14% | 143 |
|
|
2021
Q3 | $254K | Buy |
+2,188
| New | +$254K | 0.15% | 138 |
|
|
2020
Q1 | – | Sell |
-2,481
| Closed | -$283K | – | 133 |
|
|
2019
Q4 | $283K | Sell |
2,481
-163
| -6% | -$18.6K | 0.21% | 118 |
|
|
2019
Q3 | $302K | Sell |
2,644
-80
| -3% | -$9.14K | 0.25% | 107 |
|
|
2019
Q2 | $308K | Sell |
2,724
-321
| -11% | -$36.3K | 0.26% | 108 |
|
|
2019
Q1 | $339K | Buy |
3,045
+100
| +3% | +$11.1K | 0.3% | 104 |
|
|
2018
Q4 | $321K | Sell |
2,945
-1,141
| -28% | -$124K | 0.33% | 97 |
|
|
2018
Q3 | $441K | Sell |
4,086
-665
| -14% | -$71.8K | 0.39% | 92 |
|
|
2018
Q2 | $518K | Sell |
4,751
-79
| -2% | -$8.61K | 0.51% | 77 |
|
|
2018
Q1 | $526K | Buy |
4,830
+2,310
| +92% | +$252K | 0.55% | 74 |
|
|
2017
Q4 | $279K | Buy |
+2,520
| New | +$279K | 0.29% | 104 |
|