MBL 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,946
| Closed | -$733K | – | 174 |
|
|
2022
Q4 | $733K | Sell |
6,946
-16,579
| -70% | -$1.75M | 0.14% | 77 |
|
|
2022
Q3 | $2.41M | Buy |
23,525
+4,630
| +25% | +$475K | 0.52% | 41 |
|
|
2022
Q2 | $2.01M | Buy |
18,895
+15,795
| +510% | +$1.68M | 0.5% | 44 |
|
|
2022
Q1 | $340K | Buy |
+3,100
| New | +$340K | 0.08% | 125 |
|
|
2021
Q1 | $232K | Sell |
2,000
-4,500
| -69% | -$522K | 0.08% | 137 |
|
|
2020
Q4 | $765K | Buy |
+6,500
| New | +$765K | 0.3% | 55 |
|