Latitude Advisors’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
Q2 | – | Sell |
-1,891
| Closed | -$204K | – | 188 |
|
|
2024
Q1 | $204K | Buy |
+1,891
| New | +$204K | 0.13% | 175 |
|
|
2023
Q2 | – | Sell |
-2,356
| Closed | -$254K | – | 189 |
|
|
2023
Q1 | $254K | Buy |
+2,356
| New | +$254K | 0.18% | 130 |
|
|
2022
Q2 | – | Sell |
-3,205
| Closed | -$351K | – | 254 |
|
|
2022
Q1 | $351K | Sell |
3,205
-1,839
| -36% | -$201K | 0.08% | 231 |
|
|
2021
Q4 | $586K | Buy |
5,044
+26
| +0.5% | +$3.02K | 0.16% | 134 |
|
|
2021
Q3 | $583K | Buy |
5,018
+1,826
| +57% | +$212K | 0.18% | 117 |
|
|
2021
Q2 | $374K | Buy |
+3,192
| New | +$374K | 0.28% | 88 |
|