Benedetti & Gucer’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
Q1 | $306K | Buy |
2,841
+352
| +14% | +$37.9K | 0.15% | 108 |
|
|
2023
Q4 | $270K | Sell |
2,489
-1,587
| -39% | -$172K | 0.14% | 111 |
|
|
2023
Q3 | $418K | Sell |
4,076
-458
| -10% | -$47K | 0.23% | 79 |
|
|
2023
Q2 | $484K | Sell |
4,534
-57
| -1% | -$6.09K | 0.25% | 71 |
|
|
2023
Q1 | $495K | Sell |
4,591
-1,194
| -21% | -$129K | 0.28% | 65 |
|
|
2022
Q4 | $610K | Sell |
5,785
-5,098
| -47% | -$538K | 0.45% | 42 |
|
|
2022
Q3 | $1.12M | Buy |
10,883
+3,328
| +44% | +$341K | 0.88% | 22 |
|
|
2022
Q2 | $804K | Sell |
7,555
-11,292
| -60% | -$1.2M | 0.54% | 40 |
|
|
2022
Q1 | $2.07M | Sell |
18,847
-1,344
| -7% | -$147K | 1.38% | 17 |
|
|
2021
Q4 | $2.35M | Buy |
20,191
+334
| +2% | +$38.8K | 1.59% | 16 |
|
|
2021
Q3 | $2.31M | Sell |
19,857
-314
| -2% | -$36.5K | 1.75% | 13 |
|
|
2021
Q2 | $2.36M | Buy |
20,171
+6,045
| +43% | +$708K | 2.12% | 9 |
|
|
2021
Q1 | $1.64M | Buy |
+14,126
| New | +$1.64M | 1.51% | 15 |
|