TA
Tiedemann Advisors’s iShares National Muni Bond ETF MUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $10.3M | Buy |
100,548
+4,464
| +5% | +$458K | 0.44% | 26 |
|
|
2023
Q2 | $10.3M | Sell |
96,084
-29,244
| -23% | -$3.12M | 0.44% | 32 |
|
|
2023
Q1 | $13.5M | Buy |
125,328
+1,928
| +2% | +$208K | 0.61% | 25 |
|
|
2022
Q4 | $13M | Buy |
123,400
+43,272
| +54% | +$4.57M | 0.62% | 23 |
|
|
2022
Q3 | $8.22M | Buy |
80,128
+39,384
| +97% | +$4.04M | 0.5% | 27 |
|
|
2022
Q2 | $4.33M | Sell |
40,744
-4,277
| -10% | -$455K | 0.33% | 41 |
|
|
2022
Q1 | $4.94M | Buy |
45,021
+15,257
| +51% | +$1.67M | 0.25% | 50 |
|
|
2021
Q4 | $3.46M | Hold |
29,764
| – | – | 0.17% | 68 |
|
|
2021
Q3 | $3.46M | Sell |
29,764
-5,487
| -16% | -$637K | 0.18% | 63 |
|
|
2021
Q2 | $4.13M | Buy |
35,251
+13,748
| +64% | +$1.61M | 0.17% | 68 |
|
|
2021
Q1 | $2.5M | Sell |
21,503
-1,785
| -8% | -$207K | 0.11% | 92 |
|
|
2020
Q4 | $2.73M | Hold |
23,288
| – | – | 0.13% | 79 |
|
|
2020
Q3 | $2.7M | Hold |
23,288
| – | – | 0.13% | 104 |
|
|
2020
Q2 | $2.69M | Hold |
23,288
| – | – | 0.14% | 96 |
|
|
2020
Q1 | $2.63M | Hold |
23,288
| – | – | 0.17% | 87 |
|
|
2019
Q4 | $2.65M | Sell |
23,288
-162
| -0.7% | -$18.4K | 0.13% | 96 |
|
|
2019
Q3 | $2.68M | Buy |
23,450
+162
| +0.7% | +$18.5K | 0.13% | 106 |
|
|
2019
Q2 | $2.63M | Sell |
23,288
-5,000
| -18% | -$565K | 0.13% | 89 |
|
|
2019
Q1 | $3.15M | Sell |
28,288
-104,477
| -79% | -$11.6M | 0.15% | 100 |
|
|
2018
Q4 | $14.5M | Buy |
+132,765
| New | +$14.5M | 0.74% | 36 |
|