S.C. Financial Services’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
Q4
Sell
-5,513
Closed -$566K 131
2022
Q3
$566K Buy
5,513
+564
+11% +$57.9K 0.9% 31
2022
Q2
$526K Sell
4,949
-1,805
-27% -$192K 0.81% 40
2022
Q1
$741K Sell
6,754
-291
-4% -$31.9K 0.95% 29
2021
Q4
$813K Buy
+7,045
New +$813K 0.93% 29