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 |
|