RFN
RDA Financial Network’s iShares National Muni Bond ETF MUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,097
| Closed | -$625K | – | 232 |
|
|
2023
Q3 | $625K | Buy |
6,097
+777
| +15% | +$79.7K | 0.27% | 94 |
|
|
2023
Q2 | $568K | Sell |
5,320
-547
| -9% | -$58.4K | 0.24% | 99 |
|
|
2023
Q1 | $632K | Sell |
5,867
-2,646
| -31% | -$285K | 0.29% | 90 |
|
|
2022
Q4 | $898K | Sell |
8,513
-602
| -7% | -$63.5K | 0.45% | 69 |
|
|
2022
Q3 | $935K | Buy |
9,115
+6,310
| +225% | +$647K | 0.51% | 63 |
|
|
2022
Q2 | $298K | Sell |
2,805
-600
| -18% | -$63.7K | 0.15% | 151 |
|
|
2022
Q1 | $373K | Sell |
3,405
-1,046
| -24% | -$115K | 0.16% | 145 |
|
|
2021
Q4 | $518K | Sell |
4,451
-4,161
| -48% | -$484K | 0.21% | 116 |
|
|
2021
Q3 | $1M | Buy |
8,612
+5,216
| +154% | +$606K | 0.44% | 65 |
|
|
2021
Q2 | $398K | Sell |
3,396
-308
| -8% | -$36.1K | 0.18% | 134 |
|
|
2021
Q1 | $430K | Sell |
3,704
-1,970
| -35% | -$229K | 0.18% | 131 |
|
|
2020
Q4 | $665K | Buy |
5,674
+16
| +0.3% | +$1.88K | 0.3% | 87 |
|
|
2020
Q3 | $656K | Sell |
5,658
-251
| -4% | -$29.1K | 0.3% | 87 |
|
|
2020
Q2 | $682K | Sell |
5,909
-368
| -6% | -$42.5K | 0.34% | 76 |
|
|
2020
Q1 | $709K | Sell |
6,277
-41
| -0.6% | -$4.63K | 0.43% | 64 |
|
|
2019
Q4 | $731K | Buy |
6,318
+1,039
| +20% | +$120K | 0.3% | 86 |
|
|
2019
Q3 | $600K | Sell |
5,279
-2,781
| -35% | -$316K | 0.26% | 100 |
|
|
2019
Q2 | $911K | Buy |
+8,060
| New | +$911K | 0.41% | 68 |
|