RPGK
Retirement Planning Group (Kansas)’s iShares National Muni Bond ETF MUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,893
| Closed | -$204K | – | 237 |
|
|
2024
Q1 | $204K | Buy |
+1,893
| New | +$204K | 0.02% | 211 |
|
|
2023
Q4 | – | Sell |
-37,181
| Closed | -$3.81M | – | 191 |
|
|
2023
Q3 | $3.81M | Buy |
37,181
+4
| +0% | +$410 | 0.4% | 27 |
|
|
2023
Q2 | $3.97M | Sell |
37,177
-226
| -0.6% | -$24.1K | 0.4% | 27 |
|
|
2023
Q1 | $4.03M | Buy |
37,403
+11,050
| +42% | +$1.19M | 0.43% | 26 |
|
|
2022
Q4 | $2.78M | Buy |
26,353
+11,867
| +82% | +$1.25M | 0.32% | 30 |
|
|
2022
Q3 | $1.49M | Sell |
14,486
-16,536
| -53% | -$1.7M | 0.19% | 40 |
|
|
2022
Q2 | $3.3M | Buy |
31,022
+5,176
| +20% | +$550K | 0.41% | 21 |
|
|
2022
Q1 | $2.83M | Sell |
25,846
-5,227
| -17% | -$573K | 0.31% | 26 |
|
|
2021
Q4 | $3.61M | Sell |
31,073
-3,781
| -11% | -$440K | 0.35% | 20 |
|
|
2021
Q3 | $4.05M | Buy |
34,854
+5,187
| +17% | +$603K | 0.46% | 20 |
|
|
2021
Q2 | $3.48M | Buy |
29,667
+4,618
| +18% | +$541K | 0.4% | 22 |
|
|
2021
Q1 | $2.91M | Buy |
25,049
+881
| +4% | +$102K | 0.4% | 21 |
|
|
2020
Q4 | $2.83M | Buy |
24,168
+546
| +2% | +$64K | 0.41% | 21 |
|
|
2020
Q3 | $2.74M | Buy |
23,622
+1,030
| +5% | +$119K | 0.45% | 21 |
|
|
2020
Q2 | $2.61M | Buy |
22,592
+513
| +2% | +$59.2K | 0.48% | 22 |
|
|
2020
Q1 | $2.5M | Buy |
22,079
+1,083
| +5% | +$122K | 0.6% | 15 |
|
|
2019
Q4 | $2.39M | Buy |
20,996
+974
| +5% | +$111K | 0.48% | 22 |
|
|
2019
Q3 | $2.29M | Buy |
20,022
+1,032
| +5% | +$118K | 0.48% | 19 |
|
|
2019
Q2 | $2.15M | Buy |
18,990
+1,847
| +11% | +$209K | 0.49% | 18 |
|
|
2019
Q1 | $1.91M | Buy |
17,143
+693
| +4% | +$77K | 0.46% | 19 |
|
|
2018
Q4 | $1.79M | Buy |
+16,450
| New | +$1.79M | 0.48% | 23 |
|