Strategic Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,056
| Closed | -$219K | – | 32 |
|
|
2023
Q2 | $219K | Sell |
2,056
-64
| -3% | -$6.83K | 0.19% | 30 |
|
|
2023
Q1 | $228K | Hold |
2,120
| – | – | 0.21% | 31 |
|
|
2022
Q4 | $224K | Buy |
+2,120
| New | +$224K | 0.22% | 31 |
|
|
2022
Q1 | – | Sell |
-2,861
| Closed | -$333K | – | 34 |
|
|
2021
Q4 | $333K | Sell |
2,861
-1,692
| -37% | -$197K | 0.24% | 29 |
|
|
2021
Q3 | $529K | Sell |
4,553
-14
| -0.3% | -$1.63K | 0.39% | 26 |
|
|
2021
Q2 | $535K | Sell |
4,567
-19
| -0.4% | -$2.23K | 0.39% | 27 |
|
|
2021
Q1 | $532K | Buy |
4,586
+791
| +21% | +$91.8K | 0.4% | 26 |
|
|
2020
Q4 | $445K | Buy |
3,795
+978
| +35% | +$115K | 0.39% | 26 |
|
|
2020
Q3 | $327K | Buy |
2,817
+285
| +11% | +$33.1K | 0.34% | 27 |
|
|
2020
Q2 | $292K | Buy |
2,532
+277
| +12% | +$31.9K | 0.33% | 28 |
|
|
2020
Q1 | $255K | Sell |
2,255
-161
| -7% | -$18.2K | 0.34% | 28 |
|
|
2019
Q4 | $275K | Buy |
+2,416
| New | +$275K | 0.27% | 28 |
|