Sunesis Advisors’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
Q4 | – | Sell |
-17,257
| Closed | -$1.77M | – | 74 |
|
|
2023
Q3 | $1.77M | Buy |
+17,257
| New | +$1.77M | 1.25% | 10 |
|
|
2023
Q1 | $1.86M | Hold |
17,257
| – | – | 1.34% | 9 |
|
|
2022
Q4 | $1.82M | Hold |
17,257
| – | – | 1.17% | 13 |
|
|
2022
Q3 | $1.77M | Hold |
17,257
| – | – | 1.22% | 13 |
|
|
2022
Q2 | $1.84M | Hold |
17,257
| – | – | 1.19% | 14 |
|
|
2022
Q1 | $1.89M | Hold |
17,257
| – | – | 1.1% | 17 |
|
|
2021
Q4 | $2.01M | Hold |
17,257
| – | – | 1.47% | 12 |
|
|
2021
Q3 | $2.01M | Hold |
17,257
| – | – | 1.55% | 13 |
|
|
2021
Q2 | $2.02M | Hold |
17,257
| – | – | 1.55% | 14 |
|
|
2021
Q1 | $2M | Hold |
17,257
| – | – | 1.6% | 14 |
|
|
2020
Q4 | $2.02M | Hold |
17,257
| – | – | 1.64% | 13 |
|
|
2020
Q3 | $2M | Hold |
17,257
| – | – | 1.78% | 12 |
|
|
2020
Q2 | $1.99M | Hold |
17,257
| – | – | 1.83% | 11 |
|
|
2020
Q1 | $1.95M | Hold |
17,257
| – | – | 1.96% | 12 |
|
|
2019
Q4 | $1.97M | Hold |
17,257
| – | – | 1.79% | 11 |
|
|
2019
Q3 | $1.97M | Hold |
17,257
| – | – | 2.04% | 11 |
|
|
2019
Q2 | $1.95M | Hold |
17,257
| – | – | 2.09% | 10 |
|
|
2019
Q1 | $1.92M | Hold |
17,257
| – | – | 1.93% | 13 |
|
|
2018
Q4 | $1.88M | Hold |
17,257
| – | – | 2.05% | 13 |
|
|
2018
Q3 | $1.86M | Hold |
17,257
| – | – | 1.88% | 13 |
|
|
2018
Q2 | $1.88M | Buy |
+17,257
| New | +$1.88M | 2.31% | 11 |
|