AFS Financial Group’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
2024
Q1
Sell
-14,523
Closed -$1.57M 40
2023
Q4
$1.57M Sell
14,523
-22,571
-61% -$2.45M 1.48% 12
2023
Q3
$3.8M Buy
37,094
+9,059
+32% +$929K 2.6% 7
2023
Q2
$2.99M Buy
28,035
+353
+1% +$37.7K 1.94% 7
2023
Q1
$2.98M Sell
27,682
-1,017
-4% -$110K 1.99% 8
2022
Q4
$3.03M Buy
+28,699
New +$3.03M 2.16% 8