Liberty Wealth Management’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
Q3 | – | Sell |
-2,038
| Closed | -$294K | – | 187 |
|
|
2023
Q2 | $294K | Buy |
+2,038
| New | +$294K | 0.07% | 136 |
|
|
2022
Q1 | – | Sell |
-292
| Closed | -$34K | – | 173 |
|
|
2021
Q4 | $34K | Sell |
292
-789
| -73% | -$91.7K | 1.47% | 13 |
|
|
2021
Q3 | $126K | Buy |
1,081
+678
| +168% | +$79K | 0.04% | 244 |
|
|
2021
Q2 | $47K | Buy |
403
+100
| +33% | +$11.7K | 0.02% | 334 |
|
|
2021
Q1 | $35K | Hold |
303
| – | – | 0.02% | 351 |
|
|
2020
Q4 | $35K | Buy |
303
+8
| +3% | +$924 | 0.02% | 349 |
|
|
2020
Q3 | $34K | Hold |
295
| – | – | 0.02% | 304 |
|
|
2020
Q2 | $34K | Sell |
295
-100
| -25% | -$11.5K | 0.02% | 284 |
|
|
2020
Q1 | $45K | Buy |
395
+4
| +1% | +$456 | 0.04% | 221 |
|
|
2019
Q4 | $45K | Buy |
391
+1
| +0.3% | +$115 | 0.04% | 264 |
|
|
2019
Q3 | $45K | Buy |
390
+194
| +99% | +$22.4K | 0.04% | 245 |
|
|
2019
Q2 | $22K | Buy |
196
+95
| +94% | +$10.7K | 0.02% | 396 |
|
|
2019
Q1 | $11K | Hold |
101
| – | – | 0.01% | 427 |
|
|
2018
Q4 | $11K | Buy |
+101
| New | +$11K | 0.01% | 417 |
|