Wealth Alliance’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 | $2.88M | Buy |
27,575
+7,146
| +35% | +$747K | 0.32% | 61 |
|
2025
Q1 | $2.15M | Sell |
20,429
-6,324
| -24% | -$667K | 0.26% | 75 |
|
2024
Q4 | $2.85M | Sell |
26,753
-26,688
| -50% | -$2.84M | 0.34% | 54 |
|
2024
Q3 | $5.81M | Buy |
53,441
+38,662
| +262% | +$4.2M | 0.69% | 21 |
|
2024
Q2 | $1.57M | Buy |
14,779
+6,191
| +72% | +$660K | 0.2% | 95 |
|
2024
Q1 | $924K | Buy |
8,588
+3,039
| +55% | +$327K | 0.12% | 170 |
|
2023
Q4 | $602K | Sell |
5,549
-24,638
| -82% | -$2.67M | 0.08% | 228 |
|
2023
Q3 | $3.1M | Buy |
30,187
+15,458
| +105% | +$1.59M | 0.49% | 36 |
|
2023
Q2 | $1.57M | Sell |
14,729
-2,466
| -14% | -$263K | 0.24% | 92 |
|
2023
Q1 | $1.85M | Buy |
17,195
+1,717
| +11% | +$185K | 0.3% | 67 |
|
2022
Q4 | $1.63M | Sell |
15,478
-73
| -0.5% | -$7.7K | 0.29% | 71 |
|
2022
Q3 | $1.6M | Sell |
15,551
-5,525
| -26% | -$567K | 0.31% | 61 |
|
2022
Q2 | $2.24M | Sell |
21,076
-2,588
| -11% | -$275K | 0.43% | 40 |
|
2022
Q1 | $2.6M | Buy |
23,664
+5,774
| +32% | +$633K | 0.53% | 30 |
|
2021
Q4 | $2.08M | Buy |
17,890
+3,232
| +22% | +$376K | 0.42% | 46 |
|
2021
Q3 | $1.7M | Buy |
14,658
+156
| +1% | +$18.1K | 0.38% | 53 |
|
2021
Q2 | $1.7M | Sell |
14,502
-505
| -3% | -$59.2K | 0.4% | 51 |
|
2021
Q1 | $1.74M | Buy |
15,007
+7,242
| +93% | +$841K | 0.49% | 38 |
|
2020
Q4 | $910K | Buy |
7,765
+2,374
| +44% | +$278K | 0.27% | 85 |
|
2020
Q3 | $625K | Buy |
5,391
+1,171
| +28% | +$136K | 0.22% | 117 |
|
2020
Q2 | $487K | Buy |
+4,220
| New | +$487K | 0.19% | 133 |
|