L.J. Altfest & Co’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
2021
Q3
Sell
-1,892
Closed -$222K 271
2021
Q2
$222K Sell
1,892
-121
-6% -$14.2K 0.05% 250
2021
Q1
$234K Buy
2,013
+232
+13% +$27K 0.06% 241
2020
Q4
$209K Buy
+1,781
New +$209K 0.05% 251