Royal Harbor Partners’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
Q2 | – | Sell |
-2,060
| Closed | -$222K | – | 57 |
|
|
2024
Q1 | $222K | Hold |
2,060
| – | – | 0.1% | 49 |
|
|
2023
Q4 | $223K | Sell |
2,060
-9,123
| -82% | -$989K | 0.1% | 49 |
|
|
2023
Q3 | $1.15M | Buy |
11,183
+9,123
| +443% | +$935K | 0.6% | 25 |
|
|
2023
Q2 | $220K | Hold |
2,060
| – | – | 0.11% | 69 |
|
|
2023
Q1 | $222K | Hold |
2,060
| – | – | 0.12% | 72 |
|
|
2022
Q4 | $217K | Hold |
2,060
| – | – | 0.13% | 67 |
|
|
2022
Q3 | $211K | Hold |
2,060
| – | – | 0.14% | 70 |
|
|
2022
Q2 | $219K | Hold |
2,060
| – | – | 0.15% | 62 |
|
|
2022
Q1 | $226K | Hold |
2,060
| – | – | 0.14% | 73 |
|
|
2021
Q4 | $240K | Hold |
2,060
| – | – | 0.15% | 74 |
|
|
2021
Q3 | $239K | Hold |
2,060
| – | – | 0.17% | 75 |
|
|
2021
Q2 | $241K | Hold |
2,060
| – | – | 0.16% | 70 |
|
|
2021
Q1 | $239K | Hold |
2,060
| – | – | 0.18% | 67 |
|
|
2020
Q4 | $241K | Hold |
2,060
| – | – | 0.2% | 78 |
|
|
2020
Q3 | $239K | Hold |
2,060
| – | – | 0.22% | 74 |
|
|
2020
Q2 | $238K | Hold |
2,060
| – | – | 0.24% | 73 |
|
|
2020
Q1 | $233K | Sell |
2,060
-3,183
| -61% | -$360K | 0.27% | 61 |
|
|
2019
Q4 | $597K | Buy |
+5,243
| New | +$597K | 0.57% | 36 |
|