Piershale 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,684
| Closed | -$432K | – | 35 |
|
|
2021
Q2 | $432K | Buy |
3,684
+199
| +6% | +$23.3K | 0.17% | 23 |
|
|
2021
Q1 | $404K | Buy |
+3,485
| New | +$404K | 0.17% | 23 |
|
|
2019
Q2 | – | Sell |
-194,725
| Closed | -$21.7M | – | 22 |
|
|
2019
Q1 | $21.7M | Buy |
194,725
+93,432
| +92% | +$10.4M | 12.95% | 4 |
|
|
2018
Q4 | $11M | Buy |
+101,293
| New | +$11M | 6.7% | 8 |
|
|
2016
Q1 | – | Sell |
-253,402
| Closed | -$28.1M | – | 182 |
|
|
2015
Q4 | $28.1M | Buy |
+253,402
| New | +$28.1M | 17.04% | 1 |
|
|
2015
Q1 | – | Sell |
-145,399
| Closed | -$16M | – | 157 |
|
|
2014
Q4 | $16M | Buy |
+145,399
| New | +$16M | 10.43% | 3 |
|