Independence Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $297K | Hold |
2,531
| – | – | 0.67% | 12 |
|
|
2020
Q3 | $293K | Sell |
2,531
-8,783
| -78% | -$1.02M | 0.76% | 12 |
|
|
2020
Q2 | $1.31M | Sell |
11,314
-17,732
| -61% | -$2.05M | 3.14% | 9 |
|
|
2020
Q1 | $3.28M | Buy |
29,046
+3,147
| +12% | +$356K | 3.95% | 13 |
|
|
2019
Q4 | $2.95M | Buy |
25,899
+1,980
| +8% | +$226K | 2.87% | 14 |
|
|
2019
Q3 | $2.73M | Buy |
23,919
+1,648
| +7% | +$188K | 2.88% | 14 |
|
|
2019
Q2 | $2.52M | Buy |
22,271
+242
| +1% | +$27.4K | 2.48% | 14 |
|
|
2019
Q1 | $2.45M | Sell |
22,029
-2,955
| -12% | -$329K | 2.64% | 14 |
|
|
2018
Q4 | $2.72M | Buy |
24,984
+180
| +0.7% | +$19.6K | 3.27% | 13 |
|
|
2018
Q3 | $2.68M | Buy |
24,804
+673
| +3% | +$72.6K | 2.71% | 14 |
|
|
2018
Q2 | $2.63M | Sell |
24,131
-413
| -2% | -$45K | 2.73% | 14 |
|
|
2018
Q1 | $2.67M | Sell |
24,544
-3,211
| -12% | -$350K | 2.47% | 17 |
|
|
2017
Q4 | $3.07M | Buy |
+27,755
| New | +$3.07M | 2.81% | 17 |
|