Provence Wealth Management 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
2023
Q4
$3.57M Sell
32,973
-6,346
-16% -$688K 1.92% 11
2023
Q3
$4.03M Buy
39,319
+13,105
+50% +$1.34M 2.47% 6
2023
Q2
$2.8M Buy
26,214
+744
+3% +$79.4K 1.64% 14
2023
Q1
$2.74M Buy
25,470
+4,965
+24% +$535K 1.83% 11
2022
Q4
$2.16M Buy
+20,505
New +$2.16M 1.77% 13