Bison Wealth’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 | $516K | Buy |
+4,846
| New | +$516K | 0.11% | 154 |
|
|
2022
Q3 | – | Sell |
-215
| Closed | -$23K | – | 309 |
|
|
2022
Q2 | $23K | Sell |
215
-1,000
| -82% | -$107K | 0.01% | 262 |
|
|
2022
Q1 | $133K | Buy |
1,215
+128
| +12% | +$14K | 0.07% | 220 |
|
|
2021
Q4 | $126K | Sell |
1,087
-6
| -0.5% | -$695 | 0.07% | 205 |
|
|
2021
Q3 | $127K | Sell |
1,093
-300
| -22% | -$34.9K | 0.06% | 260 |
|
|
2021
Q2 | $163K | Buy |
1,393
+293
| +27% | +$34.3K | 0.07% | 249 |
|
|
2021
Q1 | $128K | Hold |
1,100
| – | – | 0.05% | 263 |
|
|
2020
Q4 | $129K | Hold |
1,100
| – | – | 0.06% | 249 |
|
|
2020
Q3 | $128K | Sell |
1,100
-21
| -2% | -$2.44K | 0.08% | 204 |
|
|
2020
Q2 | $129K | Sell |
1,121
-214
| -16% | -$24.6K | 0.08% | 207 |
|
|
2020
Q1 | $151K | Buy |
1,335
+1,000
| +299% | +$113K | 0.11% | 185 |
|
|
2019
Q4 | $38K | Buy |
+335
| New | +$38K | 0.02% | 304 |
|