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 |
|