Security National Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $152K | Hold |
1,300
| – | – | 0.04% | 183 |
|
|
2021
Q2 | $152K | Sell |
1,300
-305
| -19% | -$35.7K | 0.03% | 191 |
|
|
2021
Q1 | $186K | Hold |
1,605
| – | – | 0.04% | 169 |
|
|
2020
Q4 | $188K | Buy |
1,605
+802
| +100% | +$93.9K | 0.05% | 168 |
|
|
2020
Q3 | $93K | Buy |
+803
| New | +$93K | 0.03% | 217 |
|
|
2016
Q4 | – | Sell |
-443
| Closed | -$50K | – | 446 |
|
|
2016
Q3 | $50K | Buy |
+443
| New | +$50K | 0.02% | 272 |
|