Independence Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $297K | Hold |
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|
2020
Q3 | $293K | Sell |
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|
2020
Q2 | $1.31M | Sell |
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|
2020
Q1 | $3.28M | Buy |
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|
2019
Q4 | $2.95M | Buy |
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|
2019
Q3 | $2.73M | Buy |
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2019
Q2 | $2.52M | Buy |
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|
2019
Q1 | $2.45M | Sell |
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|
2018
Q4 | $2.72M | Buy |
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|
2018
Q3 | $2.68M | Buy |
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|
2018
Q2 | $2.63M | Sell |
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|
2018
Q1 | $2.67M | Sell |
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|
2017
Q4 | $3.07M | Buy |
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