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