EisnerAmper Wealth Management Corporate Benefits’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.62M | Sell |
24,145
-1,685
| -7% | -$183K | 0.96% | 28 |
|
|
2023
Q3 | $2.65M | Sell |
25,830
-464
| -2% | -$47.6K | 1.18% | 31 |
|
|
2023
Q2 | $2.81M | Buy |
26,294
+1,739
| +7% | +$186K | 1.34% | 25 |
|
|
2023
Q1 | $2.65M | Buy |
24,555
+791
| +3% | +$85.2K | 1.28% | 26 |
|
|
2022
Q4 | $2.51M | Sell |
23,764
-4,709
| -17% | -$497K | 1.28% | 23 |
|
|
2022
Q3 | $2.92M | Buy |
28,473
+370
| +1% | +$38K | 1.66% | 18 |
|
|
2022
Q2 | $2.99M | Buy |
28,103
+1,188
| +4% | +$126K | 1.59% | 18 |
|
|
2022
Q1 | $2.95M | Sell |
26,915
-402
| -1% | -$44.1K | 1.42% | 24 |
|
|
2021
Q4 | $3.18M | Buy |
27,317
+845
| +3% | +$98.2K | 1.44% | 23 |
|
|
2021
Q3 | $3.08M | Buy |
26,472
+2,858
| +12% | +$332K | 1.55% | 22 |
|
|
2021
Q2 | $2.77M | Buy |
23,614
+778
| +3% | +$91.2K | 1.4% | 22 |
|
|
2021
Q1 | $2.65M | Buy |
22,836
+575
| +3% | +$66.7K | 1.43% | 21 |
|
|
2020
Q4 | $2.61M | Buy |
22,261
+821
| +4% | +$96.2K | 1.49% | 23 |
|
|
2020
Q3 | $2.49M | Buy |
21,440
+3,908
| +22% | +$453K | 1.63% | 20 |
|
|
2020
Q2 | $2.02M | Buy |
+17,532
| New | +$2.02M | 1.38% | 21 |
|