Baldwin Wealth Partners’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
Q4 | – | Sell |
-68
| Closed | -$7.39K | – | 734 |
|
|
2024
Q3 | $7.39K | Sell |
68
-31
| -31% | -$3.37K | ﹤0.01% | 836 |
|
|
2024
Q2 | $10.5K | Buy |
+99
| New | +$10.5K | ﹤0.01% | 536 |
|
|
2023
Q2 | – | Sell |
-3,510
| Closed | -$378K | – | 782 |
|
|
2023
Q1 | $378K | Buy |
+3,510
| New | +$378K | 0.03% | 184 |
|
|
2022
Q3 | – | Sell |
-455
| Closed | -$48K | – | 692 |
|
|
2022
Q2 | $48K | Hold |
455
| – | – | 0.01% | 360 |
|
|
2022
Q1 | $50K | Buy |
+455
| New | +$50K | 0.01% | 375 |
|