Briggs Advisory Group’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
Q3 | $496K | Sell |
4,842
-190
| -4% | -$19.5K | 0.28% | 39 |
|
|
2023
Q2 | $537K | Sell |
5,032
-303
| -6% | -$32.3K | 0.3% | 37 |
|
|
2023
Q1 | $575K | Hold |
5,335
| – | – | 0.34% | 37 |
|
|
2022
Q4 | $563K | Hold |
5,335
| – | – | 0.36% | 37 |
|
|
2022
Q3 | $547K | Hold |
5,335
| – | – | 0.41% | 34 |
|
|
2022
Q2 | $567K | Hold |
5,335
| – | – | 0.41% | 35 |
|
|
2022
Q1 | $585K | Hold |
5,335
| – | – | 0.39% | 31 |
|
|
2021
Q4 | $620K | Buy |
+5,335
| New | +$620K | 0.42% | 30 |
|