Wealthspire Advisors (New York)’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 | $127M | Buy |
1,213,590
+179,310
| +17% | +$18.7M | 0.71% | 23 |
|
|
2025
Q1 | $109M | Buy |
1,034,280
+449,545
| +77% | +$47.4M | 0.65% | 26 |
|
|
2024
Q4 | $62.3M | Sell |
584,735
-13,148
| -2% | -$1.4M | 0.62% | 30 |
|
|
2024
Q3 | $64.9M | Buy |
597,883
+26,762
| +5% | +$2.91M | 0.66% | 27 |
|
|
2024
Q2 | $60.9M | Buy |
571,121
+6,018
| +1% | +$641K | 0.78% | 26 |
|
|
2024
Q1 | $60.8M | Sell |
565,103
-27,968
| -5% | -$3.01M | 0.81% | 25 |
|
|
2023
Q4 | $64.3M | Buy |
593,071
+114,632
| +24% | +$12.4M | 0.91% | 23 |
|
|
2023
Q3 | $49.1M | Buy |
478,439
+6,396
| +1% | +$656K | 0.81% | 25 |
|
|
2023
Q2 | $50.4M | Sell |
472,043
-14,342
| -3% | -$1.53M | 0.82% | 26 |
|
|
2023
Q1 | $52.4M | Sell |
486,385
-38,221
| -7% | -$4.12M | 0.9% | 23 |
|
|
2022
Q4 | $55.4M | Buy |
524,606
+38,883
| +8% | +$4.1M | 1.01% | 20 |
|
|
2022
Q3 | $49.8M | Sell |
485,723
-238,067
| -33% | -$24.4M | 1.04% | 17 |
|
|
2022
Q2 | $77M | Buy |
723,790
+392,629
| +119% | +$41.8M | 1.61% | 14 |
|
|
2022
Q1 | $36.3M | Buy |
331,161
+204,267
| +161% | +$22.4M | 0.82% | 18 |
|
|
2021
Q4 | $14.8M | Buy |
126,894
+15,216
| +14% | +$1.77M | 0.33% | 37 |
|
|
2021
Q3 | $13M | Sell |
111,678
-2,695
| -2% | -$313K | 0.27% | 47 |
|
|
2021
Q2 | $13.4M | Buy |
114,373
+752
| +0.7% | +$88.1K | 0.35% | 38 |
|
|
2021
Q1 | $13.2M | Buy |
113,621
+14,044
| +14% | +$1.63M | 0.31% | 41 |
|
|
2020
Q4 | $11.7M | Buy |
99,577
+13,142
| +15% | +$1.54M | 0.35% | 40 |
|
|
2020
Q3 | $10M | Buy |
86,435
+7,793
| +10% | +$903K | 0.6% | 24 |
|
|
2020
Q2 | $9.08M | Sell |
78,642
-16,582
| -17% | -$1.91M | 0.63% | 25 |
|
|
2020
Q1 | $10.8M | Buy |
95,224
+1,383
| +1% | +$156K | 0.45% | 34 |
|
|
2019
Q4 | $10.7M | Sell |
93,841
-1,111
| -1% | -$127K | 0.78% | 16 |
|
|
2019
Q3 | $10.8M | Buy |
94,952
+2,700
| +3% | +$308K | 0.89% | 15 |
|
|
2019
Q2 | $10.4M | Buy |
92,252
+19,096
| +26% | +$2.16M | 0.91% | 13 |
|
|
2019
Q1 | $8.13M | Sell |
73,156
-10,308
| -12% | -$1.15M | 0.75% | 14 |
|
|
2018
Q4 | $9.1M | Buy |
+83,464
| New | +$9.1M | 0.88% | 13 |
|