Sanctuary Wealth Management’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
Q4
Sell
-77
Closed -$8.37K 291
2024
Q3
$8.37K Hold
77
0.01% 183
2024
Q2
$8.2K Buy
+77
New +$8.2K 0.01% 165
2022
Q1
Sell
-4,173
Closed -$485K 39
2021
Q4
$485K Buy
4,173
+122
+3% +$14.2K 0.52% 22
2021
Q3
$471K Buy
4,051
+42
+1% +$4.88K 0.52% 21
2021
Q2
$470K Hold
4,009
0.56% 25
2021
Q1
$465K Hold
4,009
0.6% 22
2020
Q4
$470K Hold
4,009
0.57% 24
2020
Q3
$465K Buy
+4,009
New +$465K 0.45% 20