Legacy Financial Advisors’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.69M | Sell |
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|
2023
Q2 | $14.8M | Sell |
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|
2023
Q1 | $15.2M | Buy |
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|
2022
Q4 | $14.1M | Buy |
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|
2022
Q3 | $329K | Sell |
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|
2022
Q2 | $1.04M | Buy |
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|
2022
Q1 | $1.03M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $237K | Buy |
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|
2020
Q4 | $227K | Hold |
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|
2020
Q3 | $225K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $221K | Buy |
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|
2019
Q3 | $214K | Hold |
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|
2019
Q2 | $212K | Hold |
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|
2019
Q1 | $209K | Buy |
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