Wealth Advisors of Iowa’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 | $919K | Sell |
8,793
-693
| -7% | -$72.4K | 0.34% | 35 |
|
|
2025
Q1 | $1M | Buy |
9,486
+4,137
| +77% | +$436K | 0.43% | 29 |
|
|
2024
Q4 | $570K | Sell |
5,349
-3,693
| -41% | -$394K | 0.29% | 35 |
|
|
2024
Q3 | $982K | Buy |
+9,042
| New | +$982K | 0.5% | 24 |
|
|
2024
Q2 | – | Sell |
-8,101
| Closed | -$872K | – | 63 |
|
|
2024
Q1 | $872K | Buy |
8,101
+11
| +0.1% | +$1.18K | 0.53% | 21 |
|
|
2023
Q4 | $877K | Sell |
8,090
-3,490
| -30% | -$378K | 0.59% | 22 |
|
|
2023
Q3 | $1.19M | Sell |
11,580
-916
| -7% | -$93.9K | 0.84% | 16 |
|
|
2023
Q2 | $1.33M | Buy |
12,496
+13
| +0.1% | +$1.39K | 0.96% | 12 |
|
|
2023
Q1 | $1.34M | Buy |
12,483
+2,669
| +27% | +$288K | 1.05% | 14 |
|
|
2022
Q4 | $1.04M | Buy |
9,814
+461
| +5% | +$48.6K | 0.85% | 14 |
|
|
2022
Q3 | $960K | Sell |
9,353
-25,822
| -73% | -$2.65M | 0.9% | 14 |
|
|
2022
Q2 | $3.79M | Buy |
35,175
+19,832
| +129% | +$2.14M | 0.67% | 13 |
|
|
2022
Q1 | $1.68M | Sell |
15,343
-1,346
| -8% | -$148K | 0.84% | 13 |
|
|
2021
Q4 | $1.94M | Buy |
16,689
+667
| +4% | +$77.6K | 1.06% | 13 |
|
|
2021
Q3 | $1.86M | Buy |
16,022
+290
| +2% | +$33.7K | 1.01% | 14 |
|
|
2021
Q2 | $1.84M | Sell |
15,732
-667
| -4% | -$78.2K | 0.96% | 15 |
|
|
2021
Q1 | $1.9M | Buy |
16,399
+2,736
| +20% | +$317K | 1.06% | 14 |
|
|
2020
Q4 | $1.6M | Buy |
13,663
+332
| +2% | +$38.9K | 0.99% | 13 |
|
|
2020
Q3 | $1.55M | Buy |
13,331
+3,950
| +42% | +$458K | 1.06% | 9 |
|
|
2020
Q2 | $1.08M | Buy |
9,381
+649
| +7% | +$74.9K | 0.82% | 10 |
|
|
2020
Q1 | $987K | Buy |
+8,732
| New | +$987K | 0.78% | 7 |
|