Peninsula Wealth’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 | – | Sell |
-4,781
| Closed | -$552K | – | 54 |
|
|
2020
Q2 | $552K | Buy |
4,781
+27
| +0.6% | +$3.12K | 0.26% | 23 |
|
|
2020
Q1 | $537K | Buy |
4,754
+19
| +0.4% | +$2.15K | 0.3% | 23 |
|
|
2019
Q4 | $539K | Buy |
4,735
+36
| +0.8% | +$4.1K | 0.25% | 18 |
|
|
2019
Q3 | $536K | Buy |
4,699
+28
| +0.6% | +$3.19K | 0.27% | 17 |
|
|
2019
Q2 | $528K | Buy |
4,671
+30
| +0.6% | +$3.39K | 0.27% | 15 |
|
|
2019
Q1 | $516K | Buy |
4,641
+20
| +0.4% | +$2.22K | 0.29% | 16 |
|
|
2018
Q4 | $504K | Buy |
4,621
+40
| +0.9% | +$4.36K | 0.31% | 17 |
|
|
2018
Q3 | $494K | Buy |
4,581
+29
| +0.6% | +$3.13K | 0.27% | 15 |
|
|
2018
Q2 | $496K | Buy |
4,552
+26
| +0.6% | +$2.83K | 0.29% | 16 |
|
|
2018
Q1 | $493K | Buy |
+4,526
| New | +$493K | 0.29% | 15 |
|