Wealth Enhancement Advisory Services’s iShares National Muni Bond ETF MUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $79.4M | Buy |
761,845
+24,333
| +3% | +$2.54M | 0.13% | 155 |
|
|
2025
Q1 | $77.8M | Sell |
737,512
-428,875
| -37% | -$45.2M | 0.15% | 137 |
|
|
2024
Q4 | $124M | Buy |
1,166,387
+492,585
| +73% | +$52.5M | 0.24% | 81 |
|
|
2024
Q3 | $73.2M | Buy |
673,802
+20,952
| +3% | +$2.28M | 0.16% | 129 |
|
|
2024
Q2 | $69.6M | Buy |
652,850
+1,221
| +0.2% | +$130K | 0.17% | 126 |
|
|
2024
Q1 | $70.1M | Buy |
651,629
+73,249
| +13% | +$7.88M | 0.18% | 119 |
|
|
2023
Q4 | $62.7M | Buy |
578,380
+244,657
| +73% | +$26.5M | 0.18% | 121 |
|
|
2023
Q3 | $34.2M | Buy |
333,723
+211,985
| +174% | +$21.7M | 0.11% | 186 |
|
|
2023
Q2 | $13M | Sell |
121,738
-68,985
| -36% | -$7.36M | 0.14% | 78 |
|
|
2023
Q1 | $20.5M | Buy |
190,723
+52,717
| +38% | +$5.68M | 0.24% | 52 |
|
|
2022
Q4 | $14.9M | Sell |
138,006
-41,033
| -23% | -$4.43M | 0.19% | 68 |
|
|
2022
Q3 | $18.5M | Buy |
179,039
+40,452
| +29% | +$4.19M | 0.27% | 56 |
|
|
2022
Q2 | $14.8M | Buy |
138,587
+50,492
| +57% | +$5.38M | 0.21% | 63 |
|
|
2022
Q1 | $9.65M | Buy |
88,095
+47,628
| +118% | +$5.22M | 0.13% | 82 |
|
|
2021
Q4 | $4.6M | Buy |
40,467
+10,406
| +35% | +$1.18M | 0.07% | 123 |
|
|
2021
Q3 | $3.47M | Buy |
30,061
+2,148
| +8% | +$248K | 0.05% | 122 |
|
|
2021
Q2 | $3.29M | Buy |
27,913
+1,467
| +6% | +$173K | 0.05% | 124 |
|
|
2021
Q1 | $3.07M | Buy |
26,446
+6,220
| +31% | +$722K | 0.06% | 119 |
|
|
2020
Q4 | $2.37M | Buy |
20,226
+1,699
| +9% | +$199K | 0.05% | 112 |
|
|
2020
Q3 | $2.14M | Buy |
18,527
+905
| +5% | +$104K | 0.06% | 113 |
|
|
2020
Q2 | $2.05M | Buy |
17,622
+4,919
| +39% | +$573K | 0.06% | 115 |
|
|
2020
Q1 | $1.41M | Sell |
12,703
-15,736
| -55% | -$1.75M | 0.05% | 132 |
|
|
2019
Q4 | $3.24M | Buy |
28,439
+7,528
| +36% | +$858K | 0.11% | 76 |
|
|
2019
Q3 | $2.39M | Buy |
20,911
+3,194
| +18% | +$364K | 0.1% | 86 |
|
|
2019
Q2 | $2.01M | Buy |
17,717
+110
| +0.6% | +$12.5K | 0.09% | 96 |
|
|
2019
Q1 | $1.96M | Buy |
17,607
+115
| +0.7% | +$12.8K | 0.11% | 81 |
|
|
2018
Q4 | $1.91M | Buy |
17,492
+112
| +0.6% | +$12.2K | 0.12% | 66 |
|
|
2018
Q3 | $1.86M | Buy |
17,380
+112
| +0.6% | +$12K | 0.11% | 67 |
|
|
2018
Q2 | $1.88M | Buy |
17,268
+104
| +0.6% | +$11.3K | 0.12% | 70 |
|
|
2018
Q1 | $1.86M | Buy |
17,164
+99
| +0.6% | +$10.7K | 0.12% | 66 |
|
|
2017
Q4 | $1.88M | Buy |
17,065
+94
| +0.6% | +$10.3K | 0.13% | 81 |
|
|
2017
Q3 | $1.88M | Buy |
16,971
+94
| +0.6% | +$10.4K | 0.16% | 73 |
|
|
2017
Q2 | $1.86M | Buy |
16,877
+129
| +0.8% | +$14.2K | 0.17% | 65 |
|
|
2017
Q1 | $1.83M | Buy |
+16,748
| New | +$1.83M | 0.19% | 61 |
|