LBMC Investment 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-7,015
| Closed | -$769K | – | 158 |
|
2022
Q1 | $769K | Hold |
7,015
| – | – | 0.07% | 71 |
|
2021
Q4 | $816K | Sell |
7,015
-281,722
| -98% | -$32.8M | 0.07% | 72 |
|
2021
Q3 | $815 | Buy |
288,737
+280,799
| +3,537% | +$793 | 0.08% | 70 |
|
2021
Q2 | $930K | Buy |
7,938
+923
| +13% | +$108K | 0.09% | 63 |
|
2021
Q1 | $814K | Buy |
+7,015
| New | +$814K | 0.09% | 59 |
|