Intercontinental 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
2023
Q2
$1.82M Sell
17,008
-1,143
-6% -$122K 0.43% 38
2023
Q1
$1.96M Buy
+18,151
New +$1.96M 0.5% 31
2017
Q4
Sell
-13,917
Closed -$1.54M 162
2017
Q3
$1.54M Sell
13,917
-6,898
-33% -$765K 0.94% 29
2017
Q2
$2.29M Buy
+20,815
New +$2.29M 1.47% 22