US Financial 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
Q2 | – | Sell |
-4,152
| Closed | -$447K | – | 71 |
|
|
2023
Q1 | $447K | Buy |
+4,152
| New | +$447K | 0.2% | 51 |
|
|
2015
Q3 | – | Sell |
-250
| Closed | -$27K | – | 599 |
|
|
2015
Q2 | $27K | Sell |
250
-615
| -71% | -$66.4K | 0.03% | 156 |
|
|
2015
Q1 | $96K | Buy |
865
+615
| +246% | +$68.3K | 0.09% | 70 |
|
|
2014
Q4 | $28K | Buy |
+250
| New | +$28K | 0.03% | 157 |
|