SBL
Sargent Bickham Lagudis’s iShares National Muni Bond ETF MUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $16.1M | Buy |
152,344
+21,552
| +16% | +$2.27M | 1.32% | 19 |
|
|
2022
Q3 | $13.4M | Sell |
130,792
-27,171
| -17% | -$2.79M | 1.2% | 21 |
|
|
2022
Q2 | $16.8M | Sell |
157,963
-50,199
| -24% | -$5.34M | 1.45% | 16 |
|
|
2022
Q1 | $22.8M | Buy |
208,162
+168,329
| +423% | +$18.5M | 1.77% | 13 |
|
|
2021
Q4 | $4.63M | Sell |
39,833
-543
| -1% | -$63.1K | 0.35% | 63 |
|
|
2021
Q3 | $4.69M | Buy |
40,376
+2,120
| +6% | +$246K | 0.38% | 61 |
|
|
2021
Q2 | $4.48M | Sell |
38,256
-4,158
| -10% | -$487K | 0.37% | 62 |
|
|
2021
Q1 | $4.92M | Buy |
42,414
+2,231
| +6% | +$259K | 0.43% | 55 |
|
|
2020
Q4 | $4.71M | Buy |
40,183
+2,083
| +5% | +$244K | 0.43% | 57 |
|
|
2020
Q3 | $4.42M | Sell |
38,100
-55
| -0.1% | -$6.38K | 0.44% | 54 |
|
|
2020
Q2 | $4.4M | Buy |
38,155
+3,165
| +9% | +$365K | 0.47% | 49 |
|
|
2020
Q1 | $3.95M | Sell |
34,990
-2,894
| -8% | -$327K | 0.51% | 45 |
|
|
2019
Q4 | $4.32M | Buy |
37,884
+1,871
| +5% | +$213K | 0.48% | 47 |
|
|
2019
Q3 | $4.11M | Sell |
36,013
-3,306
| -8% | -$377K | 0.5% | 47 |
|
|
2019
Q2 | $4.45M | Sell |
39,319
-4,030
| -9% | -$456K | 0.53% | 44 |
|
|
2019
Q1 | $4.82M | Buy |
43,349
+3,321
| +8% | +$369K | 0.56% | 42 |
|
|
2018
Q4 | $4.37M | Buy |
40,028
+8,033
| +25% | +$876K | 0.56% | 43 |
|
|
2018
Q3 | $3.45M | Buy |
31,995
+9,532
| +42% | +$1.03M | 0.41% | 60 |
|
|
2018
Q2 | $2.45M | Sell |
22,463
-1,054
| -4% | -$115K | 0.3% | 73 |
|
|
2018
Q1 | $2.56M | Buy |
23,517
+181
| +0.8% | +$19.7K | 0.32% | 68 |
|
|
2017
Q4 | $2.58M | Buy |
23,336
+3,486
| +18% | +$386K | 0.31% | 73 |
|
|
2017
Q3 | $2.2M | Hold |
19,850
| – | – | 0.27% | 82 |
|
|
2017
Q2 | $2.19M | Sell |
19,850
-1,145
| -5% | -$126K | 0.28% | 82 |
|
|
2017
Q1 | $2.29M | Sell |
20,995
-3,219
| -13% | -$351K | 0.3% | 78 |
|
|
2016
Q4 | $2.62M | Buy |
24,214
+9,320
| +63% | +$1.01M | 0.4% | 68 |
|
|
2016
Q3 | $1.68K | Buy |
14,894
+1
| +0% | – | 0.25% | 93 |
|
|
2016
Q2 | $1.7M | Sell |
14,893
-5,577
| -27% | -$635K | 0.26% | 91 |
|
|
2016
Q1 | $2.29M | Buy |
+20,470
| New | +$2.29M | 0.37% | 76 |
|