Consultiva Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,242
| Closed | -$144K | – | 31 |
|
|
2021
Q4 | $144K | Hold |
1,242
| – | – | 3.29% | 5 |
|
|
2021
Q3 | $144K | Buy |
+1,242
| New | +$144K | 3.31% | 6 |
|
|
2021
Q1 | $238K | Hold |
2,055
| – | – | 5.16% | 3 |
|
|
2020
Q4 | $241K | Buy |
+2,055
| New | +$241K | 5.62% | 2 |
|
|
2019
Q2 | $241K | Buy |
+2,055
| New | +$241K | 4.91% | 3 |
|