Kohmann Bosshard Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-248
| Closed | -$26.4K | – | 603 |
|
|
2024
Q4 | $26.4K | Buy |
+248
| New | +$26.4K | ﹤0.01% | 400 |
|
|
2021
Q2 | – | Sell |
-2,835
| Closed | -$329K | – | 110 |
|
|
2021
Q1 | $329K | Buy |
2,835
+4
| +0.1% | +$464 | 0.09% | 80 |
|
|
2020
Q4 | $332K | Buy |
2,831
+161
| +6% | +$18.9K | 0.1% | 78 |
|
|
2020
Q3 | $310K | Buy |
2,670
+1,238
| +86% | +$144K | 0.11% | 75 |
|
|
2020
Q2 | $166K | Hold |
1,432
| – | – | 0.06% | 99 |
|
|
2020
Q1 | $162K | Hold |
1,432
| – | – | 0.07% | 90 |
|
|
2019
Q4 | $163K | Hold |
1,432
| – | – | 0.06% | 88 |
|
|
2019
Q3 | $163K | Hold |
1,432
| – | – | 0.06% | 86 |
|
|
2019
Q2 | $162K | Buy |
+1,432
| New | +$162K | 0.07% | 89 |
|