Wealthstar Advisors’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 | $1.49M | Sell |
14,245
-800
| -5% | -$83.6K | 0.56% | 38 |
|
|
2025
Q1 | $1.59M | Hold |
15,045
| – | – | 0.73% | 32 |
|
|
2024
Q4 | $1.6M | Buy |
+15,045
| New | +$1.6M | 0.7% | 30 |
|
|
2024
Q2 | – | Sell |
-17,686
| Closed | -$1.9M | – | 104 |
|
|
2024
Q1 | $1.9M | Sell |
17,686
-997
| -5% | -$107K | 0.66% | 19 |
|
|
2023
Q4 | $2.03M | Sell |
18,683
-1,678
| -8% | -$182K | 0.32% | 17 |
|
|
2023
Q3 | $2.09M | Buy |
20,361
+84
| +0.4% | +$8.61K | 0.8% | 15 |
|
|
2023
Q2 | $2.16M | Sell |
20,277
-27
| -0.1% | -$2.88K | 0.91% | 13 |
|
|
2023
Q1 | $2.19M | Sell |
20,304
-4
| -0% | -$431 | 0.83% | 16 |
|
|
2022
Q4 | $2.14M | Hold |
20,308
| – | – | 0.98% | 15 |
|
|
2022
Q3 | $2.08M | Hold |
20,308
| – | – | 0.99% | 17 |
|
|
2022
Q2 | $2.16M | Sell |
20,308
-13
| -0.1% | -$1.38K | 0.83% | 18 |
|
|
2022
Q1 | $2.23M | Buy |
20,321
+1,032
| +5% | +$113K | 0.83% | 18 |
|
|
2021
Q4 | $2.24M | Buy |
19,289
+2,449
| +15% | +$285K | 0.77% | 19 |
|
|
2021
Q3 | $1.96M | Buy |
16,840
+1,843
| +12% | +$214K | 0.59% | 26 |
|
|
2021
Q2 | $1.76M | Buy |
+14,997
| New | +$1.76M | 0.55% | 28 |
|
|
2020
Q1 | $1.45M | Buy |
12,856
+80
| +0.6% | +$9.05K | 1.02% | 10 |
|
|
2019
Q4 | $1.45M | Buy |
12,776
+7,954
| +165% | +$905K | 0.9% | 12 |
|
|
2019
Q3 | $549K | Buy |
4,822
+1,925
| +66% | +$219K | 0.31% | 23 |
|
|
2019
Q2 | $328K | Buy |
+2,897
| New | +$328K | 0.19% | 38 |
|