Strategic Financial Partners’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
2020
Q4
Sell
-2,727
Closed -$316K 63
2020
Q3
$316K Sell
2,727
-4,319
-61% -$500K 0.25% 49
2020
Q2
$813K Sell
7,046
-2,921
-29% -$337K 0.67% 22
2020
Q1
$1.13M Buy
9,967
+490
+5% +$55.4K 1.2% 17
2019
Q4
$1.08M Buy
+9,477
New +$1.08M 0.88% 22