Evermay Wealth Management’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
Q4
Sell
-1,967
Closed -$202K 582
2022
Q3
$202K Sell
1,967
-116
-6% -$11.9K 0.04% 160
2022
Q2
$222K Sell
2,083
-6,721
-76% -$716K 0.04% 151
2022
Q1
$965K Buy
8,804
+8,677
+6,832% +$951K 0.16% 65
2021
Q4
$15K Buy
+127
New +$15K ﹤0.01% 376