Syverson Strege & Co’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
Q3 | – | Sell |
-4,521
| Closed | -$483K | – | 62 |
|
|
2023
Q2 | $483K | Buy |
4,521
+11
| +0.2% | +$1.17K | 0.21% | 36 |
|
|
2023
Q1 | $486K | Buy |
4,510
+47
| +1% | +$5.06K | 0.21% | 37 |
|
|
2022
Q4 | $471K | Sell |
4,463
-5,632
| -56% | -$594K | 0.21% | 39 |
|
|
2022
Q3 | $1.04M | Buy |
10,095
+1,644
| +19% | +$169K | 0.53% | 20 |
|
|
2022
Q2 | $899K | Buy |
8,451
+21
| +0.2% | +$2.23K | 0.33% | 29 |
|
|
2022
Q1 | $924K | Sell |
8,430
-116
| -1% | -$12.7K | 1% | 19 |
|
|
2021
Q4 | $994K | Sell |
8,546
-343
| -4% | -$39.9K | 0.74% | 23 |
|
|
2021
Q3 | $1.03M | Sell |
8,889
-317
| -3% | -$36.8K | 0.82% | 21 |
|
|
2021
Q2 | $1.08M | Sell |
9,206
-3,494
| -28% | -$410K | 0.96% | 17 |
|
|
2021
Q1 | $1.47M | Buy |
12,700
+49
| +0.4% | +$5.69K | 1.53% | 10 |
|
|
2020
Q4 | $1.48M | Buy |
+12,651
| New | +$1.48M | 1.42% | 10 |
|