Avaii 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 | – | Sell |
-3,877
| Closed | -$413K | – | 146 |
|
|
2024
Q2 | $413K | Sell |
3,877
-69
| -2% | -$7.35K | 0.23% | 79 |
|
|
2024
Q1 | $425K | Buy |
3,946
+295
| +8% | +$31.7K | 0.25% | 75 |
|
|
2023
Q4 | $396K | Buy |
3,651
+1,256
| +52% | +$136K | 0.26% | 86 |
|
|
2023
Q3 | $246K | Buy |
+2,395
| New | +$246K | 0.19% | 118 |
|
|
2022
Q4 | – | Sell |
-2,826
| Closed | -$290K | – | 131 |
|
|
2022
Q3 | $290K | Buy |
+2,826
| New | +$290K | 0.3% | 78 |
|