Perennial Advisors’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $215K | Hold |
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|
2024
Q1 | $217K | Hold |
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|
2023
Q4 | $219K | Hold |
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|
2023
Q3 | $207K | Hold |
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|
2023
Q2 | $215K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $253K | Sell |
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|
2022
Q2 | $1.73M | Sell |
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|
2022
Q1 | $1.94M | Buy |
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|
2021
Q4 | $2.03M | Buy |
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|
2021
Q3 | $2M | Buy |
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|
2021
Q2 | $1.82M | Buy |
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|
2021
Q1 | $1.8M | Buy |
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|
2020
Q4 | $1.72M | Buy |
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|
2020
Q3 | $1.34M | Buy |
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|
2020
Q2 | $1.21M | Buy |
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|
2020
Q1 | $478K | Buy |
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|
2019
Q4 | $477K | Buy |
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|
2019
Q3 | $452K | Buy |
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|
2019
Q2 | $438K | Buy |
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|
2019
Q1 | $430K | Buy |
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|
2018
Q4 | $422K | Sell |
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|
2018
Q3 | $1.23M | Sell |
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|
2018
Q2 | $1.28M | Sell |
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|
2018
Q1 | $1.3M | Sell |
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|
2017
Q4 | $1.35M | Sell |
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|
2017
Q3 | $1.42M | Sell |
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|
2017
Q2 | $1.88M | Sell |
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|
2017
Q1 | $1.89M | Buy |
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|
2016
Q4 | $1.6M | Buy |
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