Retirement 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $4.52K | Hold |
42
| – | – | ﹤0.01% | 576 |
|
|
2023
Q4 | $4.55K | Hold |
42
| – | – | ﹤0.01% | 543 |
|
|
2023
Q3 | $4.31K | Buy |
+42
| New | +$4.31K | ﹤0.01% | 501 |
|
|
2022
Q1 | – | Sell |
-94
| Closed | -$11K | – | 799 |
|
|
2021
Q4 | $11K | Hold |
94
| – | – | ﹤0.01% | 414 |
|
|
2021
Q3 | $11K | Hold |
94
| – | – | 0.01% | 373 |
|
|
2021
Q2 | $11K | Buy |
94
+6
| +7% | +$702 | 0.01% | 396 |
|
|
2021
Q1 | $10K | Hold |
88
| – | – | ﹤0.01% | 469 |
|
|
2020
Q4 | $10K | Sell |
88
-1,382
| -94% | -$157K | ﹤0.01% | 432 |
|
|
2020
Q3 | $170K | Hold |
1,470
| – | – | 0.1% | 133 |
|
|
2020
Q2 | $170K | Buy |
+1,470
| New | +$170K | 0.11% | 120 |
|
|
2019
Q4 | $219K | Buy |
+1,923
| New | +$219K | 0.14% | 102 |
|