Independent Portfolio Consultants’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
2017
Q2
$748K Sell
6,790
-3,875
-36% -$427K 0.31% 96
2017
Q1
$1.16M Sell
10,665
-1,250
-10% -$136K 0.4% 59
2016
Q4
$1.29M Buy
11,915
+390
+3% +$42.2K 0.42% 53
2016
Q3
$1.3M Sell
11,525
-630
-5% -$71K 0.41% 57
2016
Q2
$1.39M Sell
12,155
-295
-2% -$33.6K 0.44% 46
2016
Q1
$1.39M Sell
12,450
-1,300
-9% -$145K 0.39% 72
2015
Q4
$1.52M Buy
13,750
+11,615
+544% +$1.29M 0.45% 60
2015
Q3
$234K Buy
2,135
+30
+1% +$3.29K 0.05% 327
2015
Q2
$228K Buy
2,105
+370
+21% +$40.1K 0.05% 343
2015
Q1
$192K Sell
1,735
-165
-9% -$18.3K 0.04% 367
2014
Q4
$210K Sell
1,900
-5
-0.3% -$553 0.04% 365
2014
Q3
$209K Buy
+1,905
New +$209K 0.06% 466