Highview Capital Management’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
Q4 | – | Sell |
-8,311
| Closed | -$903K | – | 125 |
|
2024
Q3 | $903K | Hold |
8,311
| – | – | 0.37% | 73 |
|
2024
Q2 | $886K | Hold |
8,311
| – | – | 0.37% | 72 |
|
2024
Q1 | $894K | Hold |
8,311
| – | – | 0.4% | 71 |
|
2023
Q4 | $901K | Hold |
8,311
| – | – | 0.48% | 56 |
|
2023
Q3 | $852K | Hold |
8,311
| – | – | 0.49% | 60 |
|
2023
Q2 | $887K | Hold |
8,311
| – | – | 0.48% | 59 |
|
2023
Q1 | $895K | Buy |
8,311
+3,611
| +77% | +$389K | 0.52% | 58 |
|
2022
Q4 | $496K | Buy |
+4,700
| New | +$496K | 0.3% | 75 |
|