LSAG
Lake Street Advisors Group’s iShares National Muni Bond ETF MUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $33.1M | Sell |
310,573
-5,892
| -2% | -$628K | 1.53% | 17 |
|
|
2024
Q3 | $34.4M | Buy |
316,465
+13,318
| +4% | +$1.45M | 1.59% | 19 |
|
|
2024
Q2 | $32.3M | Sell |
303,147
-9,971
| -3% | -$1.06M | 1.55% | 19 |
|
|
2024
Q1 | $33.7M | Buy |
313,118
+124
| +0% | +$13.3K | 1.57% | 19 |
|
|
2023
Q4 | $33.9M | Sell |
312,994
-16,360
| -5% | -$1.77M | 1.7% | 18 |
|
|
2023
Q3 | $33.8M | Sell |
329,354
-11,287
| -3% | -$1.16M | 2.01% | 16 |
|
|
2023
Q2 | $36.4M | Buy |
340,641
+2,889
| +0.9% | +$308K | 2.01% | 17 |
|
|
2023
Q1 | $36.4M | Sell |
337,752
-9,589
| -3% | -$1.03M | 2.25% | 16 |
|
|
2022
Q4 | $36.7M | Buy |
347,341
+25,479
| +8% | +$2.69M | 2.41% | 13 |
|
|
2022
Q3 | $33M | Buy |
321,862
+110,935
| +53% | +$11.4M | 2.4% | 13 |
|
|
2022
Q2 | $22.4M | Buy |
+210,927
| New | +$22.4M | 1.6% | 17 |
|