Wealthfront Advisers’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 | $564M | Sell |
5,395,885
-1,316,517
| -20% | -$138M | 1.45% | 16 |
|
2025
Q1 | $708M | Sell |
6,712,402
-864,177
| -11% | -$91.1M | 1.9% | 14 |
|
2024
Q4 | $807M | Sell |
7,576,579
-2,163,852
| -22% | -$231M | 2.36% | 12 |
|
2024
Q3 | $1.06B | Buy |
9,740,431
+439,163
| +5% | +$47.7M | 3.25% | 9 |
|
2024
Q2 | $991M | Buy |
9,301,268
+146,256
| +2% | +$15.6M | 3.33% | 9 |
|
2024
Q1 | $985M | Sell |
9,155,012
-454,430
| -5% | -$48.9M | 3.45% | 9 |
|
2023
Q4 | $1.04B | Buy |
9,609,442
+988,331
| +11% | +$107M | 4% | 9 |
|
2023
Q3 | $884M | Buy |
8,621,111
+7,569,304
| +720% | +$776M | 3.81% | 9 |
|
2023
Q2 | $112M | Sell |
1,051,807
-1,838,890
| -64% | -$196M | 0.48% | 26 |
|
2023
Q1 | $311M | Buy |
2,890,697
+2,242,851
| +346% | +$242M | 1.42% | 15 |
|
2022
Q4 | $68.4M | Buy |
647,846
+584,967
| +930% | +$61.7M | 0.33% | 24 |
|
2022
Q3 | $6.45M | Sell |
62,879
-30,152
| -32% | -$3.09M | 0.03% | 142 |
|
2022
Q2 | $9.9M | Sell |
93,031
-52,552
| -36% | -$5.59M | 0.05% | 95 |
|
2022
Q1 | $16M | Sell |
145,583
-8,570
| -6% | -$940K | 0.07% | 63 |
|
2021
Q4 | $17.9M | Sell |
154,153
-2,605
| -2% | -$303K | 0.08% | 59 |
|
2021
Q3 | $18.2M | Sell |
156,758
-9,485
| -6% | -$1.1M | 0.08% | 46 |
|
2021
Q2 | $19.5M | Sell |
166,243
-2,582
| -2% | -$303K | 0.09% | 42 |
|
2021
Q1 | $19.6M | Sell |
168,825
-1,609
| -0.9% | -$187K | 0.1% | 39 |
|
2020
Q4 | $20M | Sell |
170,434
-160
| -0.1% | -$18.8K | 0.12% | 33 |
|
2020
Q3 | $19.8M | Sell |
170,594
-3,798
| -2% | -$440K | 0.14% | 30 |
|
2020
Q2 | $20.1M | Sell |
174,392
-3,595
| -2% | -$415K | 0.16% | 29 |
|
2020
Q1 | $20.1M | Sell |
177,987
-183,672
| -51% | -$20.8M | 0.18% | 25 |
|
2019
Q4 | $41.2M | Sell |
361,659
-8,304
| -2% | -$946K | 0.31% | 23 |
|
2019
Q3 | $42.2M | Sell |
369,963
-9,281
| -2% | -$1.06M | 0.35% | 23 |
|
2019
Q2 | $42.9M | Sell |
379,244
-6,145
| -2% | -$695K | 0.37% | 22 |
|
2019
Q1 | $42.9M | Sell |
385,389
-8,297
| -2% | -$923K | 0.4% | 21 |
|
2018
Q4 | $42.9M | Buy |
+393,686
| New | +$42.9M | 0.46% | 20 |
|