BAM
Baldrige Asset Management’s iShares National Muni Bond ETF MUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $12K | Hold |
115
| – | – | ﹤0.01% | 249 |
|
|
2022
Q4 | $12K | Sell |
115
-1,129
| -91% | -$118K | 0.01% | 243 |
|
|
2022
Q3 | $128K | Hold |
1,244
| – | – | 0.06% | 120 |
|
|
2022
Q2 | $132K | Hold |
1,244
| – | – | 0.06% | 123 |
|
|
2022
Q1 | $136K | Sell |
1,244
-87
| -7% | -$9.51K | 0.06% | 123 |
|
|
2021
Q4 | $155K | Hold |
1,331
| – | – | 0.06% | 117 |
|
|
2021
Q3 | $155K | Hold |
1,331
| – | – | 0.06% | 112 |
|
|
2021
Q2 | $156K | Buy |
+1,331
| New | +$156K | 0.07% | 109 |
|