Aurora Private Wealth’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
2022
Q4
Sell
-2,554
Closed -$262K 164
2022
Q3
$262K Buy
2,554
+228
+10% +$23.4K 0.12% 126
2022
Q2
$247K Sell
2,326
-253
-10% -$26.9K 0.11% 137
2022
Q1
$283K Sell
2,579
-85
-3% -$9.33K 0.12% 144
2021
Q4
$310K Sell
2,664
-98
-4% -$11.4K 0.13% 134
2021
Q3
$321K Sell
2,762
-50
-2% -$5.81K 0.13% 150
2021
Q2
$330K Sell
2,812
-336
-11% -$39.4K 0.13% 145
2021
Q1
$365K Sell
3,148
-558
-15% -$64.7K 0.15% 128
2020
Q4
$434K Buy
3,706
+467
+14% +$54.7K 0.18% 119
2020
Q3
$376K Buy
3,239
+45
+1% +$5.22K 0.16% 111
2020
Q2
$369K Sell
3,194
-2,354
-42% -$272K 0.17% 108
2020
Q1
$627K Buy
5,548
+1,976
+55% +$223K 0.22% 102
2019
Q4
$407K Buy
+3,572
New +$407K 0.14% 119