EFS
Edelman Financial Services’s iShares National Muni Bond ETF MUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-26,134
| Closed | -$2.82M | – | 19 |
|
|
2018
Q3 | $2.82M | Sell |
26,134
-458
| -2% | -$49.4K | 0.03% | 22 |
|
|
2018
Q2 | $2.9M | Buy |
26,592
+2,163
| +9% | +$236K | 0.03% | 22 |
|
|
2018
Q1 | $2.66M | Sell |
24,429
-1,826
| -7% | -$199K | 0.03% | 22 |
|
|
2017
Q4 | $2.91M | Buy |
26,255
+1,448
| +6% | +$160K | 0.03% | 19 |
|
|
2017
Q3 | $2.75M | Sell |
24,807
-579
| -2% | -$64.2K | 0.03% | 20 |
|
|
2017
Q2 | $2.8M | Buy |
25,386
+833
| +3% | +$91.7K | 0.03% | 19 |
|
|
2017
Q1 | $2.68M | Buy |
24,553
+1,772
| +8% | +$193K | 0.03% | 15 |
|
|
2016
Q4 | $2.46M | Buy |
22,781
+1,058
| +5% | +$114K | 0.03% | 15 |
|
|
2016
Q3 | $2.45M | Buy |
21,723
+24
| +0.1% | +$2.71K | 0.03% | 15 |
|
|
2016
Q2 | $2.47M | Buy |
21,699
+3,074
| +17% | +$350K | 0.03% | 15 |
|
|
2016
Q1 | $2.08M | Sell |
18,625
-1,897
| -9% | -$212K | 0.03% | 15 |
|
|
2015
Q4 | $2.27M | Buy |
20,522
+278
| +1% | +$30.8K | 0.03% | 17 |
|
|
2015
Q3 | $2.22M | Buy |
20,244
+41
| +0.2% | +$4.49K | 0.04% | 16 |
|
|
2015
Q2 | $2.19M | Buy |
20,203
+2,006
| +11% | +$217K | 0.03% | 16 |
|
|
2015
Q1 | $2.01M | Buy |
18,197
+365
| +2% | +$40.4K | 0.03% | 16 |
|
|
2014
Q4 | $1.97M | Sell |
17,832
-357
| -2% | -$39.4K | 0.03% | 15 |
|
|
2014
Q3 | $2M | Buy |
18,189
+191
| +1% | +$20.9K | 0.03% | 15 |
|
|
2014
Q2 | $1.96M | Buy |
17,998
+595
| +3% | +$64.6K | 0.03% | 15 |
|
|
2014
Q1 | $1.86M | Buy |
+17,403
| New | +$1.86M | 0.03% | 15 |
|