Avondale Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-2,000
Closed -$205K 124
2022
Q3
$205K Hold
2,000
0.22% 36
2022
Q2
$213K Sell
2,000
-1,000
-33% -$107K 0.25% 35
2022
Q1
$329K Sell
3,000
-1,000
-25% -$113K 0.39% 32
2021
Q4
$465K Sell
4,000
-1,000
-20% -$116K 0.47% 24
2021
Q3
$581K Hold
5,000
0.57% 25
2021
Q2
$586K Hold
5,000
0.55% 26
2021
Q1
$580K Buy
5,000
+2,000
+67% +$233K 0.57% 24
2020
Q4
$352K Hold
3,000
0.41% 21
2020
Q3
$348K Hold
3,000
0.53% 17
2020
Q2
$346K Hold
3,000
0.49% 17
2020
Q1
$339K Sell
3,000
-83
-3% -$9.47K 0.54% 16
2019
Q4
$351K Buy
3,083
+83
+3% +$9.46K 0.51% 16
2019
Q3
$342K Buy
3,000
+1,000
+50% +$114K 0.56% 16
2019
Q2
$226K Buy
+2,000
New +$224K 0.17% 24

Other funds holding MUB