Journey Strategic Wealth’s SPDR Nuveen Municipal Bond ETF MBND Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-17,434
Closed -$453K 253
2023
Q3
$453K Buy
17,434
+754
+5% +$19.6K 0.02% 89
2023
Q2
$449K Buy
16,680
+78
+0.5% +$2.1K 0.02% 92
2023
Q1
$450K Buy
16,602
+1,365
+9% +$37K 0.05% 113
2022
Q4
$407K Buy
+15,237
New +$407K 0.05% 120