Integrated Wealth Management’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
Q1 | $1.4M | Sell |
12,832
-3,979
| -24% | -$433K | 0.47% | 62 |
|
|
2016
Q4 | $1.82M | Buy |
16,811
+4,318
| +35% | +$467K | 0.68% | 41 |
|
|
2016
Q3 | $1.41M | Buy |
12,493
+350
| +3% | +$39.5K | 0.5% | 52 |
|
|
2016
Q2 | $1.38M | Hold |
12,143
| – | – | 0.53% | 44 |
|
|
2016
Q1 | $1.36M | Sell |
12,143
-311
| -2% | -$34.7K | 0.57% | 44 |
|
|
2015
Q4 | $1.38M | Sell |
12,454
-47
| -0.4% | -$5.2K | 0.59% | 40 |
|
|
2015
Q3 | $1.37M | Hold |
12,501
| – | – | 0.6% | 39 |
|
|
2015
Q2 | $1.35M | Buy |
12,501
+1,406
| +13% | +$152K | 0.52% | 39 |
|
|
2015
Q1 | $1.23M | Buy |
+11,095
| New | +$1.23M | 0.51% | 42 |
|