HCR Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,568
| Closed | -$276K | – | 227 |
|
|
2024
Q1 | $276K | Hold |
2,568
| – | – | 0.04% | 176 |
|
|
2023
Q4 | $278K | Buy |
2,568
+68
| +3% | +$7.37K | 0.04% | 161 |
|
|
2023
Q3 | $256K | Hold |
2,500
| – | – | 0.06% | 137 |
|
|
2023
Q2 | $267K | Buy |
2,500
+500
| +25% | +$53.4K | 0.05% | 145 |
|
|
2023
Q1 | $215K | Hold |
2,000
| – | – | 0.04% | 161 |
|
|
2022
Q4 | $211K | Sell |
2,000
-18
| -0.9% | -$1.9K | 0.04% | 162 |
|
|
2022
Q3 | $207K | Buy |
+2,018
| New | +$207K | 0.04% | 160 |
|
|
2021
Q1 | – | Sell |
-218
| Closed | -$26K | – | 240 |
|
|
2020
Q4 | $26K | Hold |
218
| – | – | 0.01% | 227 |
|
|
2020
Q3 | $25K | Hold |
218
| – | – | 0.01% | 203 |
|
|
2020
Q2 | $25K | Hold |
218
| – | – | 0.01% | 201 |
|
|
2020
Q1 | $25K | Hold |
218
| – | – | 0.01% | 191 |
|
|
2019
Q4 | $25K | Buy |
+218
| New | +$25K | 0.01% | 192 |
|