TFO Wealth 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
Q2 | – | Sell |
-1,200
| Closed | -$129K | – | 508 |
|
|
2024
Q1 | $129K | Buy |
1,200
+36
| +3% | +$3.87K | 0.03% | 40 |
|
|
2023
Q4 | $126K | Sell |
1,164
-187
| -14% | -$20.3K | 0.03% | 43 |
|
|
2023
Q3 | $144K | Hold |
1,351
| – | – | 0.03% | 53 |
|
|
2023
Q2 | $144K | Sell |
1,351
-75
| -5% | -$8.01K | 0.03% | 51 |
|
|
2023
Q1 | $154K | Sell |
1,426
-9,686
| -87% | -$1.04M | 0.03% | 45 |
|
|
2022
Q4 | $943K | Buy |
11,112
+9,398
| +548% | +$798K | 0.22% | 23 |
|
|
2022
Q3 | $176K | Sell |
1,714
-3,004
| -64% | -$308K | 0.04% | 42 |
|
|
2022
Q2 | $502K | Buy |
4,718
+1,728
| +58% | +$184K | 0.11% | 29 |
|
|
2022
Q1 | $328K | Buy |
2,990
+641
| +27% | +$70.3K | 0.07% | 33 |
|
|
2021
Q4 | $274K | Buy |
2,349
+743
| +46% | +$86.7K | 0.05% | 35 |
|
|
2021
Q3 | $187K | Buy |
1,606
+6
| +0.4% | +$699 | 0.04% | 39 |
|
|
2021
Q2 | $187K | Buy |
1,600
+6
| +0.4% | +$701 | 0.04% | 30 |
|
|
2021
Q1 | $185K | Buy |
1,594
+57
| +4% | +$6.62K | 0.06% | 37 |
|
|
2020
Q4 | $180K | Buy |
1,537
+1,404
| +1,056% | +$164K | 0.06% | 31 |
|
|
2020
Q3 | $15K | Buy |
+133
| New | +$15K | 0.01% | 69 |
|
|
2020
Q2 | – | Sell |
-151
| Closed | -$17K | – | 149 |
|
|
2020
Q1 | $17K | Sell |
151
-34
| -18% | -$3.83K | 0.01% | 78 |
|
|
2019
Q4 | $21K | Buy |
+185
| New | +$21K | 0.02% | 96 |
|