Conrad Siegel Investment 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
2024
Q2
Sell
-1,905
Closed -$205K 42
2024
Q1
$205K Sell
1,905
-3,841
-67% -$413K 0.06% 38
2023
Q4
$623K Buy
+5,746
New +$623K 0.28% 20
2022
Q4
Sell
-40,023
Closed -$4.11M 29
2022
Q3
$4.11M Buy
+40,023
New +$4.11M 4.63% 6