Householder Group Estate & Retirement Specialist’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 |
-534
| Closed | -$58K | – | 948 |
|
|
2024
Q3 | $58K | Buy |
534
+2
| +0.4% | +$217 | 0.02% | 459 |
|
|
2024
Q2 | $56K | Sell |
532
-31
| -6% | -$3.26K | 0.02% | 456 |
|
|
2024
Q1 | $60.6K | Buy |
563
+34
| +6% | +$3.66K | 0.02% | 440 |
|
|
2023
Q4 | $57K | Buy |
529
+3
| +0.6% | +$323 | 0.02% | 436 |
|
|
2023
Q3 | $54K | Buy |
+526
| New | +$54K | 0.02% | 433 |
|
|
2023
Q1 | $96K | Buy |
+890
| New | +$96K | 0.04% | 315 |
|
|
2022
Q4 | – | Sell |
-1,031
| Closed | -$105K | – | 817 |
|
|
2022
Q3 | $105K | Buy |
+1,031
| New | +$105K | 0.04% | 264 |
|