Lake Hills Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,905
| Closed | -$298K | – | 42 |
|
|
2023
Q3 | $298K | Sell |
2,905
-209
| -7% | -$21.4K | 0.3% | 28 |
|
|
2023
Q2 | $332K | Sell |
3,114
-3,941
| -56% | -$421K | 0.36% | 34 |
|
|
2023
Q1 | $760K | Sell |
7,055
-8,631
| -55% | -$930K | 0.79% | 22 |
|
|
2022
Q4 | $1.66M | Buy |
+15,686
| New | +$1.66M | 1.65% | 19 |
|
|
2022
Q3 | – | Sell |
-5,091
| Closed | -$541K | – | 8 |
|
|
2022
Q2 | $541K | Sell |
5,091
-11,954
| -70% | -$1.27M | 0.4% | 22 |
|
|
2022
Q1 | $1.87M | Buy |
17,045
+2,215
| +15% | +$243K | 1.34% | 18 |
|
|
2021
Q4 | $1.72M | Buy |
+14,830
| New | +$1.72M | 1.22% | 22 |
|