Marcum Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,425
| Closed | -$282K | – | 402 |
|
|
2021
Q3 | $282K | Buy |
2,425
+11
| +0.5% | +$1.28K | 0.04% | 249 |
|
|
2021
Q2 | $283K | Buy |
2,414
+11
| +0.5% | +$1.29K | 0.05% | 227 |
|
|
2021
Q1 | $279K | Sell |
2,403
-447
| -16% | -$51.9K | 0.05% | 232 |
|
|
2020
Q4 | $334K | Sell |
2,850
-522
| -15% | -$61.2K | 0.08% | 95 |
|
|
2020
Q3 | $391K | Buy |
3,372
+17
| +0.5% | +$1.97K | 0.12% | 61 |
|
|
2020
Q2 | $387K | Buy |
+3,355
| New | +$387K | 0.12% | 70 |
|