New Potomac 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $715K | Hold |
6,580
| – | – | 0.37% | 59 |
|
|
2024
Q2 | $701K | Buy |
6,580
+200
| +3% | +$21.3K | 0.38% | 59 |
|
|
2024
Q1 | $686K | Sell |
6,380
-200
| -3% | -$21.5K | 0.38% | 59 |
|
|
2023
Q4 | $713K | Sell |
6,580
-2,370
| -26% | -$257K | 0.42% | 58 |
|
|
2023
Q3 | $918K | Sell |
8,950
-250
| -3% | -$25.6K | 0.63% | 53 |
|
|
2023
Q2 | $982K | Sell |
9,200
-55
| -0.6% | -$5.87K | 0.65% | 53 |
|
|
2023
Q1 | $997K | Hold |
9,255
| – | – | 0.69% | 52 |
|
|
2022
Q4 | $977K | Buy |
9,255
+6,655
| +256% | +$702K | 0.72% | 51 |
|
|
2022
Q3 | $267K | Sell |
2,600
-25,015
| -91% | -$2.57M | 0.23% | 60 |
|
|
2022
Q2 | $2.94M | Buy |
+27,615
| New | +$2.94M | 2.36% | 11 |
|