Kowal Investment Group’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
Q3 | $7.98M | Sell |
73,490
-5,319
| -7% | -$578K | 1.47% | 12 |
|
|
2024
Q2 | $8.4M | Sell |
78,809
-3,348
| -4% | -$357K | 1.68% | 12 |
|
|
2024
Q1 | $8.84M | Sell |
82,157
-2,191
| -3% | -$236K | 1.91% | 8 |
|
|
2023
Q4 | $9.14M | Buy |
84,348
+70,812
| +523% | +$7.68M | 2.13% | 8 |
|
|
2023
Q3 | $1.39M | Sell |
13,536
-2,239
| -14% | -$230K | 0.37% | 33 |
|
|
2023
Q2 | $1.68M | Buy |
+15,775
| New | +$1.68M | 0.45% | 26 |
|
|
2023
Q1 | – | Sell |
-2,597
| Closed | -$274K | – | 167 |
|
|
2022
Q4 | $274K | Sell |
2,597
-246
| -9% | -$26K | 0.08% | 122 |
|
|
2022
Q3 | $292K | Sell |
2,843
-524
| -16% | -$53.8K | 0.1% | 104 |
|
|
2022
Q2 | $358K | Buy |
+3,367
| New | +$358K | 0.12% | 89 |
|
|
2021
Q4 | – | Sell |
-261
| Closed | -$30K | – | 639 |
|
|
2021
Q3 | $30K | Buy |
+261
| New | +$30K | 0.01% | 313 |
|