Bedel Financial Consulting’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
Q2 | – | Sell |
-15
| Closed | -$2K | – | 620 |
|
2022
Q1 | $2K | Sell |
15
-27
| -64% | -$3.6K | ﹤0.01% | 887 |
|
2021
Q4 | $5K | Hold |
42
| – | – | ﹤0.01% | 784 |
|
2021
Q3 | $5K | Buy |
+42
| New | +$5K | ﹤0.01% | 779 |
|
2020
Q4 | – | Sell |
-564
| Closed | -$65K | – | 861 |
|
2020
Q3 | $65K | Buy |
+564
| New | +$65K | 0.03% | 270 |
|
2018
Q2 | – | Sell |
-1,355
| Closed | -$148K | – | 707 |
|
2018
Q1 | $148K | Buy |
+1,355
| New | +$148K | 0.11% | 159 |
|