The Family Firm’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 | – | Sell |
-183
| Closed | -$19.5K | – | 612 |
|
|
2024
Q2 | $19.5K | Buy |
+183
| New | +$19.5K | ﹤0.01% | 572 |
|
|
2022
Q1 | – | Sell |
-1,720
| Closed | -$200K | – | 180 |
|
|
2021
Q4 | $200K | Buy |
+1,720
| New | +$200K | 0.05% | 180 |
|
|
2016
Q1 | – | Sell |
-1,946
| Closed | -$215K | – | 111 |
|
|
2015
Q4 | $215K | Buy |
1,946
+12
| +0.6% | +$1.33K | 0.11% | 98 |
|
|
2015
Q3 | $212K | Buy |
1,934
+12
| +0.6% | +$1.32K | 0.11% | 94 |
|
|
2015
Q2 | $208K | Buy |
1,922
+33
| +2% | +$3.57K | 0.11% | 103 |
|
|
2015
Q1 | $209K | Sell |
1,889
-187
| -9% | -$20.7K | 0.11% | 106 |
|
|
2014
Q4 | $229K | Buy |
+2,076
| New | +$229K | 0.12% | 91 |
|