Epstein & White Financial’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
Q2
$314K Buy
2,677
+482
+22% +$56.5K 0.08% 63
2021
Q1
$255K Buy
+2,195
New +$255K 0.07% 69
2020
Q3
Sell
-1,827
Closed -$211K 81
2020
Q2
$211K Sell
1,827
-313
-15% -$36.1K 0.08% 69
2020
Q1
$242K Buy
+2,140
New +$242K 0.1% 60