Harfst & Associates’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
Q1 | – | Sell |
-3,985
| Closed | -$463K | – | 125 |
|
|
2021
Q4 | $463K | Sell |
3,985
-510
| -11% | -$59.3K | 0.12% | 93 |
|
|
2021
Q3 | $522K | Sell |
4,495
-195
| -4% | -$22.6K | 0.14% | 97 |
|
|
2021
Q2 | $549K | Sell |
4,690
-8,060
| -63% | -$943K | 0.16% | 99 |
|
|
2021
Q1 | $1.48M | Buy |
12,750
+8,065
| +172% | +$936K | 0.45% | 38 |
|
|
2020
Q4 | $549K | Hold |
4,685
| – | – | 0.2% | 83 |
|
|
2020
Q3 | $543K | Buy |
4,685
+265
| +6% | +$30.7K | 0.23% | 72 |
|
|
2020
Q2 | $510K | Buy |
+4,420
| New | +$510K | 0.22% | 68 |
|