Pillar Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,507
| Closed | -$267K | – | 37 |
|
|
2024
Q2 | $267K | Sell |
2,507
-2,972
| -54% | -$317K | 0.32% | 51 |
|
|
2024
Q1 | $590K | Hold |
5,479
| – | – | 0.45% | 44 |
|
|
2023
Q4 | $594K | Buy |
5,479
+2,859
| +109% | +$310K | 0.46% | 44 |
|
|
2023
Q3 | $269K | Hold |
2,620
| – | – | 0.23% | 59 |
|
|
2023
Q2 | $280K | Sell |
2,620
-188
| -7% | -$20.1K | 0.23% | 58 |
|
|
2023
Q1 | $303K | Hold |
2,808
| – | – | 0.3% | 51 |
|
|
2022
Q4 | $296K | Buy |
+2,808
| New | +$296K | 0.29% | 53 |
|