Sweet Financial Partners’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
Q3 | $2.19M | Buy |
20,195
+7,322
| +57% | +$795K | 0.48% | 50 |
|
|
2024
Q2 | $1.37M | Sell |
12,873
-959
| -7% | -$102K | 0.31% | 66 |
|
|
2024
Q1 | $1.49M | Sell |
13,832
-302
| -2% | -$32.5K | 0.34% | 66 |
|
|
2023
Q4 | $1.53M | Buy |
14,134
+3,230
| +30% | +$350K | 0.36% | 59 |
|
|
2023
Q3 | $1.12M | Sell |
10,904
-607
| -5% | -$62.2K | 0.3% | 67 |
|
|
2023
Q2 | $1.23M | Hold |
11,511
| – | – | 0.32% | 61 |
|
|
2023
Q1 | $1.24M | Sell |
11,511
-80
| -0.7% | -$8.62K | 0.34% | 54 |
|
|
2022
Q4 | $1.22M | Sell |
11,591
-165
| -1% | -$17.4K | 0.36% | 43 |
|
|
2022
Q3 | $1.21M | Hold |
11,756
| – | – | 0.38% | 37 |
|
|
2022
Q2 | $1.25M | Buy |
11,756
+7,671
| +188% | +$816K | 0.39% | 35 |
|
|
2022
Q1 | $448K | Buy |
+4,085
| New | +$448K | 0.12% | 103 |
|