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