Spotlight Asset Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $378K | Hold |
3,545
| – | – | 0.26% | 55 |
|
|
2024
Q1 | $381K | Hold |
3,545
| – | – | 0.27% | 55 |
|
|
2023
Q4 | $364K | Hold |
3,545
| – | – | 0.33% | 43 |
|
|
2023
Q3 | $364K | Sell |
3,545
-474
| -12% | -$48.6K | 0.33% | 43 |
|
|
2023
Q2 | $429K | Sell |
4,019
-881
| -18% | -$94K | 0.38% | 39 |
|
|
2023
Q1 | $500K | Buy |
+4,900
| New | +$500K | 0.5% | 37 |
|
|
2022
Q3 | $500K | Buy |
+4,900
| New | +$500K | 0.5% | 37 |
|
|
2021
Q3 | $1.16M | Buy |
9,956
+34
| +0.3% | +$3.95K | 0.58% | 38 |
|
|
2021
Q2 | $1.16M | Sell |
9,922
-90
| -0.9% | -$10.5K | 0.45% | 43 |
|
|
2021
Q1 | $1.16M | Sell |
10,012
-234
| -2% | -$27.2K | 0.44% | 48 |
|
|
2020
Q4 | $1.2M | Sell |
10,246
-247
| -2% | -$29K | 0.45% | 41 |
|
|
2020
Q3 | $1.22M | Sell |
10,493
-3,805
| -27% | -$441K | 0.48% | 35 |
|
|
2020
Q2 | $1.65M | Buy |
14,298
+7,453
| +109% | +$860K | 0.69% | 23 |
|
|
2020
Q1 | $774K | Sell |
6,845
-4,409
| -39% | -$499K | 0.41% | 42 |
|
|
2019
Q4 | $1.27M | Buy |
+11,254
| New | +$1.27M | 0.61% | 32 |
|