Emerson Wealth’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 | $407K | Hold |
3,826
| – | – | 0.27% | 15 |
|
|
2022
Q1 | $419K | Buy |
3,826
+42
| +1% | +$4.6K | 0.23% | 15 |
|
|
2021
Q4 | $440K | Buy |
3,784
+54
| +1% | +$6.28K | 0.23% | 15 |
|
|
2021
Q3 | $433K | Buy |
3,730
+36
| +1% | +$4.18K | 0.24% | 15 |
|
|
2021
Q2 | $433K | Buy |
3,694
+100
| +3% | +$11.7K | 0.24% | 15 |
|
|
2021
Q1 | $417K | Buy |
3,594
+974
| +37% | +$113K | 0.25% | 15 |
|
|
2020
Q4 | $307K | Buy |
2,620
+4
| +0.2% | +$469 | 0.18% | 20 |
|
|
2020
Q3 | $303K | Sell |
2,616
-10
| -0.4% | -$1.16K | 0.2% | 18 |
|
|
2020
Q2 | $303K | Buy |
2,626
+151
| +6% | +$17.4K | 0.21% | 18 |
|
|
2020
Q1 | $280K | Sell |
2,475
-333
| -12% | -$37.7K | 0.25% | 20 |
|
|
2019
Q4 | $320K | Sell |
2,808
-11
| -0.4% | -$1.25K | 0.22% | 19 |
|
|
2019
Q3 | $322K | Buy |
2,819
+88
| +3% | +$10.1K | 0.24% | 19 |
|
|
2019
Q2 | $309K | Buy |
2,731
+253
| +10% | +$28.6K | 0.23% | 18 |
|
|
2019
Q1 | $276K | Sell |
2,478
-618
| -20% | -$68.8K | 0.21% | 21 |
|
|
2018
Q4 | $338K | Buy |
+3,096
| New | +$338K | 0.33% | 19 |
|