Sandy Cove Advisors’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
Q1
Sell
-16,817
Closed -$1.82M 129
2023
Q4
$1.82M Buy
16,817
+159
+1% +$17.2K 0.93% 20
2023
Q3
$1.71M Buy
16,658
+112
+0.7% +$11.5K 0.99% 20
2023
Q2
$1.77M Buy
+16,546
New +$1.77M 1.01% 19