BMS Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $906K | Sell |
8,491
-7,853
| -48% | -$838K | 0.59% | 32 |
|
|
2023
Q1 | $1.76M | Buy |
16,344
+7,143
| +78% | +$770K | 1.22% | 15 |
|
|
2022
Q4 | $1.07M | Sell |
9,201
-10,595
| -54% | -$1.23M | 0.71% | 22 |
|
|
2022
Q3 | $2.03M | Buy |
19,796
+10,358
| +110% | +$1.06M | 1.42% | 13 |
|
|
2022
Q2 | $1.1M | Sell |
9,438
-4,402
| -32% | -$512K | 0.72% | 20 |
|
|
2022
Q1 | $1.52M | Buy |
13,840
+4,347
| +46% | +$476K | 0.96% | 17 |
|
|
2021
Q4 | $1.1M | Buy |
+9,493
| New | +$1.1M | 0.7% | 20 |
|