Westover Capital 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 | $4.25M | Buy |
+40,702
| New | +$4.25M | 0.85% | 30 |
|
|
2022
Q2 | – | Sell |
-14,752
| Closed | -$1.62M | – | 183 |
|
|
2022
Q1 | $1.62M | Sell |
14,752
-643
| -4% | -$70.5K | 0.5% | 57 |
|
|
2021
Q4 | $1.79M | Buy |
15,395
+16
| +0.1% | +$1.86K | 0.52% | 57 |
|
|
2021
Q3 | $1.79M | Buy |
15,379
+192
| +1% | +$22.3K | 0.56% | 54 |
|
|
2021
Q2 | $1.78M | Buy |
15,187
+907
| +6% | +$106K | 0.57% | 52 |
|
|
2021
Q1 | $1.66M | Buy |
14,280
+1,212
| +9% | +$141K | 0.57% | 52 |
|
|
2020
Q4 | $1.53M | Buy |
13,068
+2,340
| +22% | +$274K | 0.55% | 54 |
|
|
2020
Q3 | $1.24M | Buy |
10,728
+510
| +5% | +$59.1K | 0.51% | 53 |
|
|
2020
Q2 | $1.18M | Sell |
10,218
-130
| -1% | -$15K | 0.55% | 53 |
|
|
2020
Q1 | $1.17M | Buy |
10,348
+499
| +5% | +$56.4K | 0.63% | 48 |
|
|
2019
Q4 | $1.12M | Buy |
9,849
+646
| +7% | +$73.6K | 0.5% | 52 |
|
|
2019
Q3 | $1.05M | Buy |
9,203
+1,109
| +14% | +$127K | 0.5% | 53 |
|
|
2019
Q2 | $915K | Buy |
8,094
+2,055
| +34% | +$232K | 0.45% | 56 |
|
|
2019
Q1 | $671K | Buy |
6,039
+3,294
| +120% | +$366K | 0.35% | 65 |
|
|
2018
Q4 | $299K | Buy |
2,745
+504
| +22% | +$54.9K | 0.19% | 88 |
|
|
2018
Q3 | $242K | Buy |
+2,241
| New | +$242K | 0.12% | 106 |
|