Sunburst Financial 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 | – | Sell |
-2,075
| Closed | -$222K | – | 115 |
|
|
2024
Q1 | $222K | Hold |
2,075
| – | – | 0.06% | 100 |
|
|
2023
Q4 | $225K | Buy |
+2,075
| New | +$225K | 0.07% | 95 |
|
|
2023
Q3 | – | Sell |
-19,202
| Closed | -$2.05M | – | 89 |
|
|
2023
Q2 | $2.05M | Sell |
19,202
-3,588
| -16% | -$383K | 0.72% | 27 |
|
|
2023
Q1 | $2.46M | Sell |
22,790
-435
| -2% | -$46.9K | 0.91% | 22 |
|
|
2022
Q4 | $2.45M | Buy |
23,225
+17,183
| +284% | +$1.81M | 0.98% | 22 |
|
|
2022
Q3 | $620K | Sell |
6,042
-413
| -6% | -$42.4K | 0.3% | 40 |
|
|
2022
Q2 | $687K | Buy |
6,455
+4,006
| +164% | +$426K | 0.33% | 38 |
|
|
2022
Q1 | $269K | Buy |
2,449
+181
| +8% | +$19.9K | 0.13% | 64 |
|
|
2021
Q4 | $264K | Buy |
+2,268
| New | +$264K | 0.13% | 61 |
|