Sugarloaf Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $247K | Hold |
2,321
| – | – | 0.05% | 143 |
|
|
2024
Q3 | $252K | Sell |
2,321
-125
| -5% | -$13.6K | 0.05% | 131 |
|
|
2024
Q2 | $261K | Buy |
+2,446
| New | +$261K | 0.05% | 121 |
|
|
2024
Q1 | – | Sell |
-250
| Closed | -$27.1K | – | 706 |
|
|
2023
Q4 | $27.1K | Sell |
250
-1,374
| -85% | -$149K | 0.01% | 353 |
|
|
2023
Q3 | $167K | Sell |
1,624
-593
| -27% | -$60.8K | 0.04% | 151 |
|
|
2023
Q2 | $237K | Sell |
2,217
-905
| -29% | -$96.6K | 0.06% | 113 |
|
|
2023
Q1 | $336K | Sell |
3,122
-1,056
| -25% | -$114K | 0.08% | 99 |
|
|
2022
Q4 | $441K | Sell |
4,178
-2,962
| -41% | -$313K | 0.11% | 81 |
|
|
2022
Q3 | $733K | Buy |
7,140
+598
| +9% | +$61.4K | 0.19% | 59 |
|
|
2022
Q2 | $696K | Sell |
6,542
-356
| -5% | -$37.9K | 0.17% | 57 |
|
|
2022
Q1 | $756K | Buy |
6,898
+71
| +1% | +$7.78K | 0.18% | 53 |
|
|
2021
Q4 | $794K | Buy |
6,827
+2,423
| +55% | +$282K | 0.19% | 53 |
|
|
2021
Q3 | $512K | Sell |
4,404
-1,921
| -30% | -$223K | 0.13% | 65 |
|
|
2021
Q2 | $741K | Buy |
6,325
+5,521
| +687% | +$647K | 0.2% | 54 |
|
|
2021
Q1 | $633 | Sell |
804
-25,409
| -97% | -$20K | 0.19% | 58 |
|
|
2020
Q4 | $3.07M | Buy |
26,213
+748
| +3% | +$87.7K | 1.03% | 16 |
|
|
2020
Q3 | $2.95M | Buy |
25,465
+7,222
| +40% | +$837K | 1.08% | 15 |
|
|
2020
Q2 | $2.16M | Buy |
18,243
+3,164
| +21% | +$375K | 0.83% | 18 |
|
|
2020
Q1 | $1.7M | Buy |
15,079
+11,449
| +315% | +$1.29M | 0.76% | 20 |
|
|
2019
Q4 | $413K | Buy |
+3,630
| New | +$413K | 0.18% | 85 |
|