SFA
Source Financial Advisors’s iShares National Muni Bond ETF MUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-131,058
| Closed | -$14.4M | – | 120 |
|
|
2022
Q1 | $14.4M | Sell |
131,058
-26,314
| -17% | -$2.89M | 4.23% | 4 |
|
|
2021
Q4 | $18.3M | Buy |
157,372
+20,796
| +15% | +$2.42M | 4.94% | 3 |
|
|
2021
Q3 | $15.9M | Buy |
136,576
+4,685
| +4% | +$544K | 4.12% | 4 |
|
|
2021
Q2 | $15.5M | Buy |
131,891
+43,442
| +49% | +$5.09M | 3.98% | 4 |
|
|
2021
Q1 | $10.3M | Buy |
88,449
+13,619
| +18% | +$1.58M | 2.74% | 7 |
|
|
2020
Q4 | $8.77M | Buy |
+74,830
| New | +$8.77M | 2.37% | 8 |
|