Kades & Cheifetz’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $4.97M | Buy |
46,619
+11,078
| +31% | +$1.18M | 2.54% | 11 |
|
2024
Q3 | $3.86M | Buy |
35,541
+1,887
| +6% | +$205K | 2.21% | 13 |
|
2024
Q2 | $3.59M | Buy |
33,654
+1,734
| +5% | +$185K | 2.25% | 13 |
|
2024
Q1 | $3.43M | Buy |
31,920
+2,871
| +10% | +$309K | 2.2% | 14 |
|
2023
Q4 | $3.15M | Buy |
29,049
+4,085
| +16% | +$443K | 2.23% | 15 |
|
2023
Q3 | $2.56M | Buy |
24,964
+807
| +3% | +$82.8K | 2.03% | 15 |
|
2023
Q2 | $2.58M | Buy |
24,157
+405
| +2% | +$43.2K | 1.98% | 13 |
|
2023
Q1 | $2.56M | Buy |
23,752
+709
| +3% | +$76.4K | 2.02% | 14 |
|
2022
Q4 | $2.43M | Buy |
+23,043
| New | +$2.43M | 2.03% | 15 |
|