Heritage Wealth Management (Arizona)’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 | $792K | Sell |
7,434
-6,310
| -46% | -$672K | 0.44% | 53 |
|
|
2024
Q1 | $1.48M | Sell |
13,744
-3,841
| -22% | -$413K | 0.75% | 33 |
|
|
2023
Q4 | $1.91M | Buy |
+17,585
| New | +$1.91M | 1.03% | 21 |
|
|
2022
Q4 | $6.57M | Buy |
62,224
+36,735
| +144% | +$3.88M | 0.94% | 16 |
|
|
2022
Q3 | $2.62M | Buy |
25,489
+4,551
| +22% | +$467K | 0.84% | 17 |
|
|
2022
Q2 | $2.23M | Buy |
20,938
+1,137
| +6% | +$121K | 0.74% | 25 |
|
|
2022
Q1 | $2.17M | Buy |
+19,801
| New | +$2.17M | 0.59% | 32 |
|
|
2021
Q3 | $1.19M | Buy |
10,265
+3,077
| +43% | +$357K | 0.42% | 46 |
|
|
2021
Q2 | $842K | Buy |
7,188
+5,054
| +237% | +$592K | 0.32% | 65 |
|
|
2021
Q1 | $248K | Buy |
+2,134
| New | +$248K | 0.14% | 127 |
|