WIA
World Investment Advisors’s iShares National Muni Bond ETF MUB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $17.7M | Buy |
169,515
+453
| +0.3% | +$47.3K | 0.4% | 45 |
|
2025
Q1 | $17.8M | Sell |
169,062
-6,625
| -4% | -$699K | 0.46% | 44 |
|
2024
Q4 | $18.7M | Sell |
175,687
-75,178
| -30% | -$8.01M | 0.51% | 39 |
|
2024
Q3 | $27.3M | Buy |
250,865
+2,729
| +1% | +$296K | 0.85% | 15 |
|
2024
Q2 | $26.4M | Buy |
248,136
+245,684
| +10,020% | +$26.2M | 1.65% | 6 |
|
2024
Q1 | $264K | Sell |
2,452
-17,951
| -88% | -$1.93M | 0.04% | 326 |
|
2023
Q4 | $2.21M | Sell |
20,403
-7,058
| -26% | -$765K | 0.29% | 80 |
|
2023
Q3 | $2.82M | Sell |
27,461
-4,558
| -14% | -$467K | 0.56% | 39 |
|
2023
Q2 | $3.42M | Buy |
32,019
+595
| +2% | +$63.5K | 0.66% | 28 |
|
2023
Q1 | $3.39M | Buy |
31,424
+2,403
| +8% | +$259K | 0.71% | 28 |
|
2022
Q4 | $3.06M | Sell |
29,021
-1,781
| -6% | -$188K | 0.7% | 29 |
|
2022
Q3 | $3.16M | Sell |
30,802
-435
| -1% | -$44.6K | 0.75% | 28 |
|
2022
Q2 | $3.4M | Sell |
31,237
-2,840
| -8% | -$309K | 0.71% | 27 |
|
2022
Q1 | $3.74M | Buy |
34,077
+2,927
| +9% | +$321K | 0.78% | 25 |
|
2021
Q4 | $3.51M | Buy |
31,150
+10,318
| +50% | +$1.16M | 0.73% | 28 |
|
2021
Q3 | $2.42M | Buy |
20,832
+2,474
| +13% | +$287K | 0.55% | 34 |
|
2021
Q2 | $2.15M | Buy |
18,358
+2,035
| +12% | +$239K | 0.49% | 40 |
|
2021
Q1 | $1.9M | Buy |
16,323
+4,291
| +36% | +$499K | 0.46% | 42 |
|
2020
Q4 | $1.42M | Buy |
12,032
+2,739
| +29% | +$323K | 0.36% | 54 |
|
2020
Q3 | $1.08M | Buy |
9,293
+1,065
| +13% | +$123K | 0.37% | 48 |
|
2020
Q2 | $963K | Buy |
8,228
+2,163
| +36% | +$253K | 0.34% | 51 |
|
2020
Q1 | $685K | Buy |
6,065
+21
| +0.3% | +$2.37K | 0.32% | 51 |
|
2019
Q4 | $688K | Buy |
6,044
+1,166
| +24% | +$133K | 0.27% | 57 |
|
2019
Q3 | $557K | Buy |
+4,878
| New | +$557K | 0.24% | 58 |
|