Summit Equities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $1.87M | Buy |
17,366
+863
| +5% | +$93.2K | 0.31% | 11 |
|
|
2018
Q2 | $1.8M | Buy |
16,503
+1,541
| +10% | +$168K | 0.31% | 11 |
|
|
2018
Q1 | $1.63M | Sell |
14,962
-710
| -5% | -$77.3K | 0.28% | 11 |
|
|
2017
Q4 | $1.74M | Buy |
15,672
+996
| +7% | +$110K | 0.3% | 11 |
|
|
2017
Q3 | $1.63M | Buy |
14,676
+2,050
| +16% | +$227K | 0.3% | 11 |
|
|
2017
Q2 | $1.39M | Buy |
12,626
+5,117
| +68% | +$563K | 0.28% | 11 |
|
|
2017
Q1 | $818K | Sell |
7,509
-8,267
| -52% | -$901K | 0.18% | 20 |
|
|
2016
Q4 | $1.71M | Buy |
+15,776
| New | +$1.71M | 0.42% | 9 |
|