Carmichael Hill & Associates’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
Q3
$31.5K Sell
290
-49
-14% -$5.32K 0.01% 365
2024
Q2
$36.1K Hold
339
0.01% 329
2024
Q1
$36.5K Hold
339
0.01% 338
2023
Q4
$36.8K Hold
339
0.02% 333
2023
Q3
$34.8K Hold
339
0.02% 323
2023
Q2
$36.2K Hold
339
0.02% 327
2023
Q1
$36.5K Hold
339
0.02% 323
2022
Q4
$35.8K Sell
339
-1,064
-76% -$112K 0.02% 316
2022
Q3
$144K Sell
1,403
-443
-24% -$45.5K 0.08% 169
2022
Q2
$196K Sell
1,846
-1,571
-46% -$167K 0.1% 143
2022
Q1
$375K Buy
3,417
+1,824
+115% +$200K 0.17% 104
2021
Q4
$185K Buy
1,593
+440
+38% +$51.1K 0.08% 158
2021
Q3
$134K Buy
1,153
+338
+41% +$39.3K 0.07% 170
2021
Q2
$96K Buy
815
+158
+24% +$18.6K 0.05% 198
2021
Q1
$76K Buy
657
+21
+3% +$2.43K 0.04% 217
2020
Q4
$75K Buy
636
+226
+55% +$26.7K 0.04% 214
2020
Q3
$48K Hold
410
0.03% 244
2020
Q2
$47K Hold
410
0.03% 237
2020
Q1
$46K Hold
410
0.04% 225
2019
Q4
$47K Buy
+410
New +$47K 0.03% 252