LFA
Level 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
Q1 | – | Sell |
-27
| Closed | -$3K | – | 279 |
|
|
2022
Q4 | $3K | Sell |
27
-186
| -87% | -$20.7K | ﹤0.01% | 210 |
|
|
2022
Q3 | $22K | Sell |
213
-206
| -49% | -$21.3K | 0.02% | 131 |
|
|
2022
Q2 | $45K | Hold |
419
| – | – | 0.03% | 107 |
|
|
2022
Q1 | $46K | Hold |
419
| – | – | 0.04% | 93 |
|
|
2021
Q4 | $49K | Buy |
+419
| New | +$49K | 0.04% | 96 |
|