Simplicity Solutions’s iShares National Muni Bond ETF MUB Stock Holding History

Simplicity Solutions’s Portfolio MUB Stock Details MUB Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$4.78M	Buy	44,131 +33,648	+321%	+$3.65M	0.13%	139
2023 Q3	$1.07M	Sell	10,483 -19,089	-65%	-$1.96M	0.03%	397
2023 Q2	$3.16M	Buy	29,572 +19,663	+198%	+$2.1M	0.09%	213
2023 Q1	$1.07M	Buy	+9,909	New	+$1.07M	0.03%	467
2022 Q3	–	Sell	-108,072	Closed	-$11.5M	–	686
2022 Q2	$11.5M	Buy	108,072 +67,475	+166%	+$7.18M	1.49%	7
2022 Q1	$4.45M	Sell	40,597 -43,297	-52%	-$4.75M	0.55%	35
2021 Q4	$9.76M	Buy	83,894 +59,408	+243%	+$6.91M	1.09%	10
2021 Q3	$2.85M	Buy	24,486 +16,477	+206%	+$1.91M	0.44%	47
2021 Q2	$939K	Sell	8,009 -1,117	-12%	-$131K	0.19%	118
2021 Q1	$1.06M	Sell	9,126 -331,793	-97%	-$38.5M	0.23%	95
2020 Q4	$40M	Buy	340,919 +74,508	+28%	+$8.73M	0.59%	36
2020 Q3	$30.9M	Buy	266,411 +116,165	+77%	+$13.5M	0.57%	36
2020 Q2	$17.3M	Buy	150,246 +38,936	+35%	+$4.49M	0.34%	67
2020 Q1	$12.6M	Buy	111,310 +6,189	+6%	+$699K	0.39%	52
2019 Q4	$12M	Buy	105,121 +19,490	+23%	+$2.22M	0.36%	54
2019 Q3	$9.77M	Buy	85,631 +8,481	+11%	+$968K	0.4%	44
2019 Q2	$8.73M	Buy	77,150 +44,664	+137%	+$5.05M	0.37%	44
2019 Q1	$3.61M	Buy	32,486 +29,230	+898%	+$3.25M	0.22%	97
2018 Q4	$355K	Sell	3,256 -69,177	-96%	-$7.54M	0.05%	395
2018 Q3	$7.82M	Buy	72,433 +2,241	+3%	+$242K	0.45%	38
2018 Q2	$7.65M	Buy	70,192 +4,014	+6%	+$438K	0.55%	30
2018 Q1	$7.21M	Buy	66,178 +2,322	+4%	+$253K	0.62%	30
2017 Q4	$7.07M	Buy	+63,856	New	+$7.07M	0.69%	29
2017 Q3	–	Sell	-66,768	Closed	-$7.35M	–	322
2017 Q2	$7.35M	Buy	66,768 +4,231	+7%	+$466K	0.87%	20
2017 Q1	$6.81M	Sell	62,537 -116,853	-65%	-$12.7M	1.05%	11
2016 Q4	$19.4M	Buy	179,390 +166,672	+1,311%	+$18M	4.48%	4
2016 Q3	$1.43M	Buy	+12,718	New	+$1.43M	0.7%	33
2016 Q1	–	Sell	-5,650	Closed	-$626K	–	395
2015 Q4	$626K	Buy	+5,650	New	+$626K	0.07%	385