Sonora Investment Management’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 | $47K | Buy |
406
+105
| +35% | +$12.2K | 0.01% | 429 |
|
2021
Q2 | $35K | Hold |
301
| – | – | ﹤0.01% | 459 |
|
2021
Q1 | $35K | Buy |
+301
| New | +$35K | ﹤0.01% | 720 |
|
2020
Q2 | – | Sell |
-122
| Closed | -$14K | – | 1836 |
|
2020
Q1 | $14K | Buy |
+122
| New | +$14K | ﹤0.01% | 901 |
|
2016
Q4 | – | Sell |
-109
| Closed | -$12.3K | – | 861 |
|
2016
Q3 | $12.3K | Hold |
109
| – | – | ﹤0.01% | 546 |
|
2016
Q2 | $12.4K | Buy |
+109
| New | +$12.4K | ﹤0.01% | 533 |
|