LFA
Legacy Financial Advisors’s iShares National Muni Bond ETF MUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-16,459
| Closed | -$1.69M | – | 306 |
|
|
2023
Q3 | $1.69M | Sell |
16,459
-122,452
| -88% | -$12.6M | 0.34% | 43 |
|
|
2023
Q2 | $14.8M | Sell |
138,911
-2,135
| -2% | -$228K | 2.77% | 9 |
|
|
2023
Q1 | $15.2M | Buy |
141,046
+7,495
| +6% | +$808K | 3.1% | 9 |
|
|
2022
Q4 | $14.1M | Buy |
133,551
+130,342
| +4,062% | +$13.8M | 3.04% | 9 |
|
|
2022
Q3 | $329K | Sell |
3,209
-6,565
| -67% | -$673K | 0.08% | 150 |
|
|
2022
Q2 | $1.04M | Buy |
9,774
+405
| +4% | +$43.1K | 0.26% | 40 |
|
|
2022
Q1 | $1.03M | Buy |
+9,369
| New | +$1.03M | 0.23% | 47 |
|
|
2021
Q2 | – | Sell |
-2,045
| Closed | -$237K | – | 179 |
|
|
2021
Q1 | $237K | Buy |
2,045
+106
| +5% | +$12.3K | 0.06% | 140 |
|
|
2020
Q4 | $227K | Hold |
1,939
| – | – | 0.06% | 129 |
|
|
2020
Q3 | $225K | Buy |
+1,939
| New | +$225K | 0.07% | 113 |
|
|
2020
Q1 | – | Sell |
-1,939
| Closed | -$221K | – | 103 |
|
|
2019
Q4 | $221K | Buy |
1,939
+61
| +3% | +$6.95K | 0.07% | 110 |
|
|
2019
Q3 | $214K | Hold |
1,878
| – | – | 0.07% | 110 |
|
|
2019
Q2 | $212K | Hold |
1,878
| – | – | 0.08% | 109 |
|
|
2019
Q1 | $209K | Buy |
+1,878
| New | +$209K | 0.07% | 106 |
|