Gateway Advisory’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
Sell
-2,681
Closed -$286K 139
2024
Q2
$286K Sell
2,681
-1
-0% -$107 0.05% 125
2024
Q1
$289K Hold
2,682
0.05% 117
2023
Q4
$291K Sell
2,682
-81,902
-97% -$8.88M 0.06% 94
2023
Q3
$8.67M Buy
84,584
+3,372
+4% +$346K 1.77% 13
2023
Q2
$8.67M Buy
81,212
+69,726
+607% +$7.44M 1.84% 13
2023
Q1
$1.24M Buy
+11,486
New +$1.24M 0.28% 42