Atlas Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,114
| Closed | -$226K | – | 114 |
|
|
2023
Q2 | $226K | Buy |
+2,114
| New | +$226K | 0.12% | 111 |
|
|
2022
Q2 | – | Sell |
-6,281
| Closed | -$689K | – | 119 |
|
|
2022
Q1 | $689K | Hold |
6,281
| – | – | 0.4% | 79 |
|
|
2021
Q4 | $730K | Hold |
6,281
| – | – | 0.41% | 75 |
|
|
2021
Q3 | $730K | Sell |
6,281
-246
| -4% | -$28.6K | 0.45% | 68 |
|
|
2021
Q2 | $765K | Buy |
6,527
+1,699
| +35% | +$199K | 0.47% | 64 |
|
|
2021
Q1 | $560K | Hold |
4,828
| – | – | 0.36% | 74 |
|
|
2020
Q4 | $566K | Hold |
4,828
| – | – | 0.4% | 65 |
|
|
2020
Q3 | $560K | Hold |
4,828
| – | – | 0.44% | 61 |
|
|
2020
Q2 | $557K | Hold |
4,828
| – | – | 0.45% | 66 |
|
|
2020
Q1 | $546K | Hold |
4,828
| – | – | 0.5% | 59 |
|
|
2019
Q4 | $550K | Buy |
+4,828
| New | +$550K | 0.42% | 69 |
|