IAG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-213
| Closed | -$22.7K | – | 517 |
|
|
2024
Q2 | $22.7K | Buy |
+213
| New | +$22.7K | ﹤0.01% | 255 |
|
|
2023
Q4 | – | Sell |
-1,546
| Closed | -$159K | – | 464 |
|
|
2023
Q3 | $159K | Hold |
1,546
| – | – | 0.04% | 86 |
|
|
2023
Q2 | $165K | Buy |
1,546
+69
| +5% | +$7.36K | 0.04% | 94 |
|
|
2023
Q1 | $159K | Hold |
1,477
| – | – | 0.04% | 87 |
|
|
2022
Q4 | $156K | Buy |
1,477
+14
| +1% | +$1.48K | 0.05% | 83 |
|
|
2022
Q3 | $150K | Hold |
1,463
| – | – | 0.05% | 71 |
|
|
2022
Q2 | $156K | Sell |
1,463
-205
| -12% | -$21.9K | 0.05% | 74 |
|
|
2022
Q1 | $183K | Buy |
1,668
+126
| +8% | +$13.8K | 0.06% | 68 |
|
|
2021
Q4 | $179K | Buy |
1,542
+268
| +21% | +$31.1K | 0.06% | 64 |
|
|
2021
Q3 | $149K | Buy |
1,274
+69
| +6% | +$8.07K | 0.05% | 64 |
|
|
2021
Q2 | $142K | Hold |
1,205
| – | – | 0.05% | 61 |
|
|
2021
Q1 | $140K | Sell |
1,205
-62
| -5% | -$7.2K | 0.05% | 62 |
|
|
2020
Q4 | $149K | Buy |
1,267
+77
| +6% | +$9.06K | 0.06% | 61 |
|
|
2020
Q3 | $138K | Buy |
1,190
+338
| +40% | +$39.2K | 0.06% | 61 |
|
|
2020
Q2 | $99K | Sell |
852
-485
| -36% | -$56.4K | 0.05% | 67 |
|
|
2020
Q1 | $152K | Hold |
1,337
| – | – | 0.1% | 53 |
|
|
2019
Q4 | $153K | Buy |
+1,337
| New | +$153K | 0.1% | 54 |
|