Dowling & Yahnke’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,128
| Closed | -$247K | – | 384 |
|
|
2021
Q3 | $247K | Hold |
2,128
| – | – | 0.01% | 328 |
|
|
2021
Q2 | $249K | Hold |
2,128
| – | – | 0.01% | 329 |
|
|
2021
Q1 | $247K | Hold |
2,128
| – | – | 0.02% | 311 |
|
|
2020
Q4 | $249K | Hold |
2,128
| – | – | 0.02% | 296 |
|
|
2020
Q3 | $247K | Sell |
2,128
-50
| -2% | -$5.8K | 0.02% | 285 |
|
|
2020
Q2 | $251K | Buy |
+2,178
| New | +$251K | 0.02% | 275 |
|
|
2020
Q1 | – | Sell |
-4,701
| Closed | -$535K | – | 355 |
|
|
2019
Q4 | $535K | Buy |
+4,701
| New | +$535K | 0.04% | 228 |
|