Aspire Wealth Management’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
Q3
$584 Hold
5
﹤0.01% 187
2024
Q2
$569 Sell
5
-93
-95% -$10.6K ﹤0.01% 169
2024
Q1
$10.6K Hold
98
0.01% 161
2023
Q4
$10.6K Sell
98
-1
-1% -$108 0.01% 155
2023
Q3
$10.1K Buy
99
+1
+1% +$102 0.01% 154
2023
Q2
$10.5K Buy
98
+1
+1% +$107 0.01% 162
2023
Q1
$10.5K Sell
97
-1
-1% -$108 0.01% 159
2022
Q4
$10.3K Buy
98
+1
+1% +$106 0.01% 154
2022
Q3
$10K Hold
97
0.01% 143
2022
Q2
$10K Hold
97
0.01% 147
2022
Q1
$11K Hold
97
0.01% 147
2021
Q4
$11K Buy
+97
New +$11K 0.01% 149