Wealthspire Advisors (New York)’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $104M | Sell |
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|
2025
Q2 | $127M | Buy |
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|
2025
Q1 | $109M | Buy |
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|
2024
Q4 | $62.3M | Sell |
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|
2024
Q3 | $64.9M | Buy |
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|
2024
Q2 | $60.9M | Buy |
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|
2024
Q1 | $60.8M | Sell |
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|
2023
Q4 | $64.3M | Buy |
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|
2023
Q3 | $49.1M | Buy |
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|
2023
Q2 | $50.4M | Sell |
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|
2023
Q1 | $52.4M | Sell |
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|
2022
Q4 | $55.4M | Buy |
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|
2022
Q3 | $49.8M | Sell |
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|
2022
Q2 | $77M | Buy |
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|
2022
Q1 | $36.3M | Buy |
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|
2021
Q4 | $14.8M | Buy |
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|
2021
Q3 | $13M | Sell |
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|
2021
Q2 | $13.4M | Buy |
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|
2021
Q1 | $13.2M | Buy |
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|
2020
Q4 | $11.7M | Buy |
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|
2020
Q3 | $10M | Buy |
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|
2020
Q2 | $9.07M | Sell |
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|
2020
Q1 | $10.8M | Buy |
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|
2019
Q4 | $10.7M | Sell |
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|
2019
Q3 | $10.8M | Buy |
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|
2019
Q2 | $10.4M | Buy |
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|
2019
Q1 | $8.13M | Sell |
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|
2018
Q4 | $9.1M | Buy |
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