Monumental Financial Group’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 |
-2,155
| Closed | -$221K | – | 44 |
|
|
2023
Q3 | $221K | Buy |
+2,155
| New | +$221K | 0.15% | 41 |
|
|
2023
Q2 | – | Sell |
-1,385
| Closed | -$149K | – | 70 |
|
|
2023
Q1 | $149K | Buy |
+1,385
| New | +$149K | 0.11% | 52 |
|
|
2022
Q4 | – | Sell |
-3,191
| Closed | -$327K | – | 53 |
|
|
2022
Q3 | $327K | Sell |
3,191
-300
| -9% | -$30.7K | 0.31% | 28 |
|
|
2022
Q2 | $371K | Sell |
3,491
-276
| -7% | -$29.3K | 0.34% | 31 |
|
|
2022
Q1 | $413K | Sell |
3,767
-25,300
| -87% | -$2.77M | 0.34% | 19 |
|
|
2021
Q4 | $3.38M | Buy |
29,067
+3,083
| +12% | +$359K | 2.42% | 11 |
|
|
2021
Q3 | $3.02M | Buy |
25,984
+5,540
| +27% | +$644K | 2.41% | 11 |
|
|
2021
Q2 | $2.4M | Buy |
20,444
+7,612
| +59% | +$892K | 2.05% | 12 |
|
|
2021
Q1 | $1.49M | Buy |
+12,832
| New | +$1.49M | 1.42% | 11 |
|