River Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,323
| Closed | -$247K | – | 206 |
|
|
2022
Q2 | $247K | Sell |
2,323
-851
| -27% | -$90.5K | 0.05% | 197 |
|
|
2022
Q1 | $348K | Sell |
3,174
-190
| -6% | -$20.8K | 0.06% | 175 |
|
|
2021
Q4 | $391K | Sell |
3,364
-250
| -7% | -$29.1K | 0.06% | 171 |
|
|
2021
Q3 | $420K | Sell |
3,614
-187
| -5% | -$21.7K | 0.07% | 161 |
|
|
2021
Q2 | $445K | Sell |
3,801
-1,339
| -26% | -$157K | 0.08% | 157 |
|
|
2021
Q1 | $596K | Buy |
5,140
+299
| +6% | +$34.7K | 0.11% | 136 |
|
|
2020
Q4 | $567K | Sell |
4,841
-1,504
| -24% | -$176K | 0.12% | 132 |
|
|
2020
Q3 | $736K | Buy |
+6,345
| New | +$736K | 0.19% | 107 |
|