Simply Money 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $15.2M | Sell |
139,317
-4,466
| -3% | -$486K | 2.14% | 17 |
|
|
2017
Q4 | $15.9M | Sell |
143,783
-28,413
| -17% | -$3.15M | 2.06% | 15 |
|
|
2017
Q3 | $19.1M | Buy |
172,196
+17,849
| +12% | +$1.98M | 2.53% | 14 |
|
|
2017
Q2 | $17M | Buy |
154,347
+13,096
| +9% | +$1.44M | 2.32% | 15 |
|
|
2017
Q1 | $15.4M | Buy |
141,251
+17,667
| +14% | +$1.92M | 2.15% | 15 |
|
|
2016
Q4 | $13.4M | Sell |
123,584
-137,200
| -53% | -$14.8M | 1.92% | 15 |
|
|
2016
Q3 | $29.4M | Buy |
260,784
+16,413
| +7% | +$1.85M | 4.53% | 9 |
|
|
2016
Q2 | $27.8M | Buy |
244,371
+165,113
| +208% | +$18.8M | 4.29% | 9 |
|
|
2016
Q1 | $8.85M | Buy |
79,258
+15,262
| +24% | +$1.7M | 1.35% | 19 |
|
|
2015
Q4 | $7.09M | Buy |
63,996
+218
| +0.3% | +$24.1K | 1.07% | 18 |
|
|
2015
Q3 | $6.99M | Buy |
63,778
+1,345
| +2% | +$147K | 1.08% | 19 |
|
|
2015
Q2 | $6.76M | Buy |
62,433
+98
| +0.2% | +$10.6K | 0.99% | 18 |
|
|
2015
Q1 | $6.89M | Sell |
62,335
-570
| -0.9% | -$63K | 1% | 19 |
|
|
2014
Q4 | $6.94M | Buy |
62,905
+13,825
| +28% | +$1.53M | 1.03% | 22 |
|
|
2014
Q3 | $5.38M | Buy |
49,080
+14,220
| +41% | +$1.56M | 0.82% | 21 |
|
|
2014
Q2 | $3.79M | Sell |
34,860
-438
| -1% | -$47.6K | 0.58% | 19 |
|
|
2014
Q1 | $3.78M | Buy |
35,298
+251
| +0.7% | +$26.9K | 0.59% | 18 |
|
|
2013
Q4 | $3.64M | Buy |
35,047
+11,996
| +52% | +$1.24M | 0.61% | 17 |
|
|
2013
Q3 | $2.41M | Buy |
23,051
+542
| +2% | +$56.6K | 0.41% | 16 |
|
|
2013
Q2 | $2.36M | Buy |
+22,509
| New | +$2.36M | 0.42% | 18 |
|