LGWM
Litman Gregory Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-41
| Closed | -$5K | – | 143 |
|
|
2021
Q1 | $5K | Hold |
41
| – | – | ﹤0.01% | 165 |
|
|
2020
Q4 | $5K | Buy |
41
+19
| +86% | +$2.32K | ﹤0.01% | 165 |
|
|
2020
Q3 | $3K | Hold |
22
| – | – | ﹤0.01% | 190 |
|
|
2020
Q2 | $3K | Hold |
22
| – | – | ﹤0.01% | 157 |
|
|
2020
Q1 | $2K | Sell |
22
-88
| -80% | -$8K | ﹤0.01% | 154 |
|
|
2019
Q4 | $13K | Buy |
110
+89
| +424% | +$10.5K | ﹤0.01% | 139 |
|
|
2019
Q3 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 186 |
|
|
2018
Q4 | – | Sell |
-413
| Closed | -$45K | – | 152 |
|
|
2018
Q3 | $45K | Hold |
413
| – | – | 0.02% | 58 |
|
|
2018
Q2 | $45K | Sell |
413
-1,384
| -77% | -$151K | 0.02% | 54 |
|
|
2018
Q1 | $196K | Buy |
+1,797
| New | +$196K | 0.08% | 34 |
|