Fi3 Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,635
| Closed | -$475K | – | 77 |
|
|
2023
Q3 | $475K | Hold |
4,635
| – | – | 0.26% | 38 |
|
|
2023
Q2 | $495K | Sell |
4,635
-873
| -16% | -$93.2K | 0.26% | 35 |
|
|
2023
Q1 | $593K | Hold |
5,508
| – | – | 0.32% | 33 |
|
|
2022
Q4 | $581K | Buy |
5,508
+358
| +7% | +$37.8K | 0.33% | 33 |
|
|
2022
Q3 | $528K | Sell |
5,150
-16,876
| -77% | -$1.73M | 0.48% | 25 |
|
|
2022
Q2 | $2.36M | Buy |
+22,026
| New | +$2.36M | 1.95% | 12 |
|