Hefty Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $2.86M | Buy |
26,235
+1,138
| +5% | +$124K | 1.84% | 16 |
|
|
2017
Q4 | $2.78M | Buy |
25,097
+1,499
| +6% | +$166K | 1.72% | 21 |
|
|
2017
Q3 | $2.62M | Buy |
23,598
+478
| +2% | +$53K | 1.73% | 20 |
|
|
2017
Q2 | $2.55M | Buy |
23,120
+1,065
| +5% | +$117K | 1.74% | 21 |
|
|
2017
Q1 | $2.4M | Buy |
22,055
+12,058
| +121% | +$1.31M | 1.75% | 19 |
|
|
2016
Q4 | $1.08M | Sell |
9,997
-6,303
| -39% | -$682K | 0.91% | 36 |
|
|
2016
Q3 | $1.84M | Buy |
16,300
+1,158
| +8% | +$131K | 1.39% | 22 |
|
|
2016
Q2 | $1.73M | Buy |
15,142
+324
| +2% | +$36.9K | 1.42% | 21 |
|
|
2016
Q1 | $1.65M | Buy |
14,818
+2,567
| +21% | +$287K | 1.55% | 17 |
|
|
2015
Q4 | $1.36M | Buy |
+12,251
| New | +$1.36M | 1.29% | 21 |
|