Wealth Alliance Advisory 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 | $817K | Buy |
7,823
+580
| +8% | +$60.6K | 0.16% | 79 |
|
|
2025
Q1 | $764K | Hold |
7,243
| – | – | 0.16% | 86 |
|
|
2024
Q4 | $772K | Hold |
7,243
| – | – | 0.16% | 85 |
|
|
2024
Q3 | $787K | Hold |
7,243
| – | – | 0.17% | 88 |
|
|
2024
Q2 | $772K | Hold |
7,243
| – | – | 0.17% | 82 |
|
|
2024
Q1 | $779K | Buy |
7,243
+4,000
| +123% | +$430K | 0.18% | 77 |
|
|
2023
Q4 | $352K | Hold |
3,243
| – | – | 0.09% | 130 |
|
|
2023
Q3 | $333K | Hold |
3,243
| – | – | 0.1% | 124 |
|
|
2023
Q2 | $346K | Hold |
3,243
| – | – | 0.12% | 117 |
|
|
2023
Q1 | $349K | Hold |
3,243
| – | – | 0.13% | 110 |
|
|
2022
Q4 | $342K | Buy |
+3,243
| New | +$342K | 0.13% | 103 |
|
|
2018
Q4 | – | Sell |
-35,135
| Closed | -$3.79M | – | 136 |
|
|
2018
Q3 | $3.79M | Sell |
35,135
-1,163
| -3% | -$126K | 1.94% | 13 |
|
|
2018
Q2 | $3.96M | Buy |
36,298
+1,947
| +6% | +$212K | 2.17% | 14 |
|
|
2018
Q1 | $3.74M | Buy |
34,351
+24,879
| +263% | +$2.71M | 2.18% | 14 |
|
|
2017
Q4 | $1.05M | Buy |
+9,472
| New | +$1.05M | 0.94% | 34 |
|