Executive Wealth Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.85M | Buy |
26,428
+17,637
| +201% | +$1.9M | 0.59% | 25 |
|
|
2023
Q4 | $953K | Buy |
8,791
+73
| +0.8% | +$7.91K | 0.61% | 25 |
|
|
2023
Q3 | $894K | Buy |
8,718
+51
| +0.6% | +$5.23K | 0.63% | 24 |
|
|
2023
Q2 | $925K | Buy |
8,667
+48
| +0.6% | +$5.12K | 0.62% | 25 |
|
|
2023
Q1 | $929K | Buy |
8,619
+33
| +0.4% | +$3.56K | 0.66% | 25 |
|
|
2022
Q4 | $906K | Buy |
8,586
+59
| +0.7% | +$6.23K | 0.69% | 24 |
|
|
2022
Q3 | $875K | Buy |
8,527
+10
| +0.1% | +$1.03K | 0.75% | 25 |
|
|
2022
Q2 | $906K | Buy |
8,517
+10
| +0.1% | +$1.06K | 0.7% | 26 |
|
|
2022
Q1 | $933K | Buy |
8,507
+5
| +0.1% | +$548 | 0.61% | 26 |
|
|
2021
Q4 | $989K | Buy |
8,502
+12
| +0.1% | +$1.4K | 0.61% | 26 |
|
|
2021
Q3 | $986K | Buy |
8,490
+8
| +0.1% | +$929 | 0.6% | 25 |
|
|
2021
Q2 | $994K | Buy |
8,482
+9
| +0.1% | +$1.06K | 0.59% | 25 |
|
|
2021
Q1 | $983K | Buy |
8,473
+7
| +0.1% | +$812 | 0.61% | 25 |
|
|
2020
Q4 | $992K | Buy |
8,466
+22
| +0.3% | +$2.58K | 0.67% | 24 |
|
|
2020
Q3 | $979K | Buy |
8,444
+37
| +0.4% | +$4.29K | 0.75% | 24 |
|
|
2020
Q2 | $970K | Buy |
8,407
+43
| +0.5% | +$4.96K | 0.78% | 24 |
|
|
2020
Q1 | $945K | Buy |
8,364
+27
| +0.3% | +$3.05K | 0.91% | 23 |
|
|
2019
Q4 | $950K | Buy |
8,337
+56
| +0.7% | +$6.38K | 0.72% | 23 |
|
|
2019
Q3 | $945K | Buy |
8,281
+40
| +0.5% | +$4.56K | 0.76% | 23 |
|
|
2019
Q2 | $932K | Buy |
8,241
+40
| +0.5% | +$4.52K | 0.71% | 23 |
|
|
2019
Q1 | $912K | Buy |
8,201
+27
| +0.3% | +$3K | 0.71% | 23 |
|
|
2018
Q4 | $891K | Buy |
8,174
+55
| +0.7% | +$6K | 0.84% | 23 |
|
|
2018
Q3 | $876K | Buy |
8,119
+39
| +0.5% | +$4.21K | 0.73% | 22 |
|
|
2018
Q2 | $881K | Buy |
8,080
+37
| +0.5% | +$4.03K | 0.78% | 22 |
|
|
2018
Q1 | $876K | Buy |
8,043
+23
| +0.3% | +$2.51K | 0.75% | 22 |
|
|
2017
Q4 | $888K | Buy |
+8,020
| New | +$888K | 0.79% | 22 |
|