TPB Wealth Advisors’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
Q1 | $933K | Sell |
8,663
-5,721
| -40% | -$616K | 0.51% | 29 |
|
|
2022
Q4 | $1.56M | Sell |
14,384
-98
| -0.7% | -$10.6K | 0.8% | 24 |
|
|
2022
Q3 | $1.49M | Sell |
14,482
-2,210
| -13% | -$227K | 0.71% | 23 |
|
|
2022
Q2 | $1.78M | Sell |
16,692
-1,685
| -9% | -$179K | 0.8% | 24 |
|
|
2022
Q1 | $2.02M | Buy |
18,377
+2,843
| +18% | +$312K | 0.75% | 24 |
|
|
2021
Q4 | $1.79M | Buy |
15,534
+965
| +7% | +$111K | 0.87% | 24 |
|
|
2021
Q3 | $1.69M | Sell |
14,569
-423
| -3% | -$49.2K | 1.23% | 19 |
|
|
2021
Q2 | $1.76M | Buy |
14,992
+1,992
| +15% | +$233K | 1.13% | 20 |
|
|
2021
Q1 | $1.5M | Buy |
13,000
+400
| +3% | +$46.2K | 1.29% | 17 |
|
|
2020
Q4 | $1.48M | Buy |
+12,600
| New | +$1.48M | 1.46% | 13 |
|