IFS Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-139
| Closed | -$15K | – | 118 |
|
2022
Q1 | $15K | Sell |
139
-13,850
| -99% | -$1.49M | 0.01% | 49 |
|
2021
Q4 | $1.63M | Sell |
13,989
-1,413
| -9% | -$164K | 1.14% | 16 |
|
2021
Q3 | $1.79M | Buy |
15,402
+532
| +4% | +$61.8K | 1.15% | 16 |
|
2021
Q2 | $1.74M | Buy |
14,870
+1,087
| +8% | +$127K | 1.17% | 17 |
|
2021
Q1 | $1.6M | Sell |
13,783
-735
| -5% | -$85.3K | 1.25% | 15 |
|
2020
Q4 | $1.7M | Buy |
+14,518
| New | +$1.7M | 1.3% | 13 |
|