LifePro Asset 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
2024
Q3
$1.1M Sell
10,125
-2,251
-18% -$245K 0.67% 49
2024
Q2
$1.32M Sell
12,376
-9,881
-44% -$1.05M 0.95% 36
2024
Q1
$2.39M Sell
22,257
-3,655
-14% -$393K 1.58% 24
2023
Q4
$2.81M Sell
25,912
-2,883
-10% -$313K 2.17% 16
2023
Q3
$2.95M Sell
28,795
-5,232
-15% -$536K 2.44% 16
2023
Q2
$3.63M Sell
34,027
-26,700
-44% -$2.85M 2.8% 10
2023
Q1
$6.41M Hold
60,727
4.65% 1
2022
Q4
$6.41M Sell
60,727
-197
-0.3% -$20.8K 4.69% 1
2022
Q3
$6.25M Buy
+60,924
New +$6.25M 3.59% 5