BDO Wealth Advisors’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
Q3 | – | Sell |
-246
| Closed | -$26K | – | 1097 |
|
|
2022
Q2 | $26K | Hold |
246
| – | – | ﹤0.01% | 512 |
|
|
2022
Q1 | $27K | Hold |
246
| – | – | ﹤0.01% | 544 |
|
|
2021
Q4 | $29K | Hold |
246
| – | – | ﹤0.01% | 552 |
|
|
2021
Q3 | $29K | Hold |
246
| – | – | ﹤0.01% | 536 |
|
|
2021
Q2 | $29K | Hold |
246
| – | – | ﹤0.01% | 548 |
|
|
2021
Q1 | $29K | Buy |
+246
| New | +$29K | ﹤0.01% | 545 |
|
|
2020
Q1 | – | Sell |
-311
| Closed | -$35K | – | 794 |
|
|
2019
Q4 | $35K | Buy |
311
+2
| +0.6% | +$225 | 0.01% | 339 |
|
|
2019
Q3 | $35K | Buy |
309
+2
| +0.7% | +$227 | 0.01% | 352 |
|
|
2019
Q2 | $35K | Sell |
307
-114
| -27% | -$13K | 0.01% | 342 |
|
|
2019
Q1 | $47K | Buy |
421
+1
| +0.2% | +$112 | 0.01% | 286 |
|
|
2018
Q4 | $46K | Sell |
420
-411
| -49% | -$45K | 0.02% | 269 |
|
|
2018
Q3 | $90K | Sell |
831
-526
| -39% | -$57K | 0.03% | 226 |
|
|
2018
Q2 | $148K | Buy |
1,357
+2
| +0.1% | +$218 | 0.05% | 179 |
|
|
2018
Q1 | $148K | Buy |
+1,355
| New | +$148K | 0.06% | 148 |
|
|
2017
Q3 | – | Sell |
-2,005
| Closed | -$221K | – | 513 |
|
|
2017
Q2 | $221K | Buy |
+2,005
| New | +$221K | 0.1% | 122 |
|