Demars Financial 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-2,100
| Closed | -$230K | – | 86 |
|
2022
Q1 | $230K | Hold |
2,100
| – | – | 0.12% | 79 |
|
2021
Q4 | $244K | Hold |
2,100
| – | – | 0.13% | 81 |
|
2021
Q3 | $244K | Buy |
2,100
+80
| +4% | +$9.3K | 0.14% | 78 |
|
2021
Q2 | $237K | Buy |
2,020
+50
| +3% | +$5.87K | 0.14% | 80 |
|
2021
Q1 | $229K | Buy |
+1,970
| New | +$229K | 0.15% | 76 |
|