Blue Zone Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $655K | Sell |
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|
2022
Q4 | $694K | Sell |
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|
2022
Q3 | $741K | Sell |
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|
2022
Q2 | $1.47M | Sell |
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|
2022
Q1 | $1.54M | Sell |
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|
2021
Q4 | $2.35M | Sell |
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|
2021
Q3 | $2.58M | Hold |
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|
2021
Q2 | $2.61M | Hold |
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|
2021
Q1 | $2.58M | Buy |
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|
2020
Q4 | $1.53M | Buy |
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|
2020
Q3 | $1.26M | Sell |
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|
2020
Q2 | $1.42M | Buy |
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|
2020
Q1 | $725K | Buy |
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|
2019
Q4 | $725K | Buy |
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