S.R. Schill & Associates’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-4,216
| Closed | -$432K | – | 87 |
|
2023
Q3 | $432K | Hold |
4,216
| – | – | 0.21% | 48 |
|
2023
Q2 | $450K | Hold |
4,216
| – | – | 0.2% | 44 |
|
2023
Q1 | $454K | Hold |
4,216
| – | – | 0.21% | 44 |
|
2022
Q4 | $445K | Hold |
4,216
| – | – | 0.22% | 42 |
|
2022
Q3 | $432K | Hold |
4,216
| – | – | 0.23% | 40 |
|
2022
Q2 | $448K | Buy |
+4,216
| New | +$448K | 0.22% | 36 |
|