Mid Atlantic Financial Management’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
Q3
$1.83M Sell
15,760
-1,117
-7% -$130K 0.12% 151
2021
Q2
$1.98M Buy
16,877
+324
+2% +$38K 0.13% 148
2021
Q1
$1.92M Sell
16,553
-1,296
-7% -$150K 0.14% 139
2020
Q4
$2.09M Buy
17,849
+3,939
+28% +$462K 0.16% 132
2020
Q3
$1.61M Buy
13,910
+526
+4% +$61K 0.14% 136
2020
Q2
$1.55M Buy
13,384
+1,283
+11% +$148K 0.15% 130
2020
Q1
$1.37M Buy
12,101
+3,068
+34% +$347K 0.16% 120
2019
Q4
$1.03M Buy
9,033
+4,215
+87% +$480K 0.1% 210
2019
Q3
$550K Sell
4,818
-886
-16% -$101K 0.06% 324
2019
Q2
$645K Sell
5,704
-4,467
-44% -$505K 0.07% 304
2019
Q1
$1.13M Sell
10,171
-5,458
-35% -$607K 0.12% 160
2018
Q4
$1.7M Buy
+15,629
New +$1.7M 0.21% 111