Legacy Capital Group California’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
-1,976
Closed -$203K 297
2023
Q3
$203K Sell
1,976
-4
-0.2% -$410 0.09% 262
2023
Q2
$211K Sell
1,980
-69
-3% -$7.36K 0.09% 252
2023
Q1
$221K Buy
+2,049
New +$221K 0.11% 224