NewFocus 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
2020
Q4
$4.28M Buy
36,491
+130
+0.4% +$15.2K 1.26% 25
2020
Q3
$4.22M Sell
36,361
-509
-1% -$59K 1.4% 19
2020
Q2
$4.26M Buy
36,870
+33,790
+1,097% +$3.9M 1.53% 17
2020
Q1
$348K Buy
+3,080
New +$348K 0.16% 68
2019
Q1
Sell
-23,526
Closed -$2.57M 88
2018
Q4
$2.57M Buy
+23,526
New +$2.57M 1.51% 20