Financial Planners of Cleveland’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
Q2
Sell
-130,899
Closed -$14.4M 32
2022
Q1
$14.4M Sell
130,899
-38,557
-23% -$4.23M 6.03% 5
2021
Q4
$19.6M Buy
+169,456
New +$19.6M 7.95% 4