McBroom & Associates’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
Q4 | – | Sell |
-6,350
| Closed | -$651K | – | 35 |
|
|
2023
Q3 | $651K | Sell |
6,350
-752
| -11% | -$77.1K | 0.52% | 29 |
|
|
2023
Q2 | $758K | Sell |
7,102
-178
| -2% | -$19K | 0.6% | 29 |
|
|
2023
Q1 | $784K | Buy |
7,280
+301
| +4% | +$32.4K | 0.7% | 29 |
|
|
2022
Q4 | $736K | Sell |
6,979
-3,253
| -32% | -$343K | 0.8% | 28 |
|
|
2022
Q3 | $1.05M | Sell |
10,232
-1,856
| -15% | -$190K | 1.18% | 25 |
|
|
2022
Q2 | $1.29M | Sell |
12,088
-627
| -5% | -$66.7K | 1.4% | 23 |
|
|
2022
Q1 | $1.39M | Sell |
12,715
-1,005
| -7% | -$110K | 1.23% | 23 |
|
|
2021
Q4 | $1.6M | Buy |
+13,720
| New | +$1.6M | 1.2% | 23 |
|