Sanford Advisory 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 | $4.77M | Buy |
45,186
+35,990
| +391% | +$3.8M | 1.14% | 20 |
|
2022
Q3 | $943K | Buy |
9,196
+4,096
| +80% | +$420K | 0.27% | 44 |
|
2022
Q2 | $542K | Buy |
5,100
+7
| +0.1% | +$744 | 0.15% | 61 |
|
2022
Q1 | $559K | Sell |
5,093
-51
| -1% | -$5.6K | 0.15% | 57 |
|
2021
Q4 | $598K | Buy |
5,144
+8
| +0.2% | +$930 | 0.13% | 57 |
|
2021
Q3 | $597K | Buy |
5,136
+5
| +0.1% | +$581 | 0.15% | 59 |
|
2021
Q2 | $501K | Buy |
5,131
+6
| +0.1% | +$586 | 0.13% | 62 |
|
2021
Q1 | $595K | Buy |
5,125
+518
| +11% | +$60.1K | 0.17% | 55 |
|
2020
Q4 | $540K | Buy |
+4,607
| New | +$540K | 0.17% | 53 |
|