Peak 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
2023
Q4
Sell
-2,813
Closed -$288K 87
2023
Q3
$288K Hold
2,813
0.1% 60
2023
Q2
$300K Hold
2,813
0.11% 66
2023
Q1
$303K Buy
2,813
+88
+3% +$9.48K 0.11% 55
2022
Q4
$288K Buy
+2,725
New +$288K 0.11% 59