Private Vista’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
Q2
$248K Sell
2,153
-180
-8% -$20.7K 0.12% 94
2020
Q1
$264K Sell
2,333
-201
-8% -$22.7K 0.1% 114
2019
Q4
$289K Hold
2,534
0.08% 110
2019
Q3
$289K Sell
2,534
-968
-28% -$110K 0.08% 112
2019
Q2
$396K Sell
3,502
-144
-4% -$16.3K 0.1% 102
2019
Q1
$405K Sell
3,646
-4,279
-54% -$475K 0.1% 99
2018
Q4
$864K Buy
+7,925
New +$864K 0.2% 59