Family Asset 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $52.8K | Sell |
486
-121
| -20% | -$13.1K | 0.03% | 136 |
|
2024
Q2 | $64.7K | Buy |
607
+576
| +1,858% | +$61.4K | 0.04% | 131 |
|
2024
Q1 | $3.34K | Hold |
31
| – | – | ﹤0.01% | 170 |
|
2023
Q4 | $3.36K | Sell |
31
-1,551
| -98% | -$168K | ﹤0.01% | 171 |
|
2023
Q3 | $162K | Sell |
1,582
-2,062
| -57% | -$211K | 0.12% | 101 |
|
2023
Q2 | $389K | Buy |
3,644
+146
| +4% | +$15.6K | 0.26% | 71 |
|
2023
Q1 | $377K | Buy |
3,498
+1,089
| +45% | +$117K | 0.28% | 69 |
|
2022
Q4 | $254K | Buy |
+2,409
| New | +$254K | 0.21% | 81 |
|