Partnervest Advisory Services’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
Q3
$206K Sell
1,775
-24
-1% -$2.79K 0.07% 224
2020
Q2
$208K Buy
+1,799
New +$208K 0.08% 200
2014
Q3
Sell
-700
Closed -$76K 558
2014
Q2
$76K Sell
700
-3,189
-82% -$346K 0.03% 289
2014
Q1
$417K Sell
3,889
-10,685
-73% -$1.15M 0.19% 80
2013
Q4
$1.51M Buy
14,574
+13,009
+831% +$1.35M 0.7% 22
2013
Q3
$164K Sell
1,565
-575
-27% -$60.3K 0.08% 138
2013
Q2
$225K Buy
+2,140
New +$225K 0.1% 89