QP Wealth Management’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
Q3
Sell
-1,945
Closed -$208K 74
2023
Q2
$208K Sell
1,945
-1,985
-51% -$212K 0.33% 67
2023
Q1
$423K Sell
3,930
-3,180
-45% -$343K 0.69% 41
2022
Q4
$750K Buy
+7,110
New +$750K 1.17% 33