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 |
|