McDonald Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,690
| Closed | -$286K | – | 264 |
|
|
2022
Q2 | $286K | Hold |
2,690
| – | – | 0.07% | 240 |
|
|
2022
Q1 | $295K | Buy |
2,690
+2,632
| +4,538% | +$289K | 0.06% | 255 |
|
|
2021
Q4 | $6.74K | Sell |
58
-2,632
| -98% | -$306K | 0.01% | 222 |
|
|
2021
Q3 | $312K | Hold |
2,690
| – | – | 0.07% | 244 |
|
|
2021
Q2 | $315K | Hold |
2,690
| – | – | 0.07% | 244 |
|
|
2021
Q1 | $312K | Hold |
2,690
| – | – | 0.08% | 236 |
|
|
2020
Q4 | $315K | Buy |
+2,690
| New | +$315K | 0.09% | 220 |
|