USAdvisors Wealth Management’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
2022
Q3
Sell
-3,399
Closed -$362K 119
2022
Q2
$362K Sell
3,399
-14,457
-81% -$1.54M 0.18% 94
2022
Q1
$1.96M Buy
17,856
+2,942
+20% +$323K 0.84% 29
2021
Q4
$1.73M Buy
14,914
+3,649
+32% +$424K 0.71% 33
2021
Q3
$1.31M Buy
11,265
+457
+4% +$53.1K 0.57% 39
2021
Q2
$1.27M Buy
10,808
+151
+1% +$17.7K 0.69% 35
2021
Q1
$1.24M Buy
+10,657
New +$1.24M 0.6% 38
2020
Q1
Sell
-7,781
Closed -$886K 87
2019
Q4
$886K Sell
7,781
-35
-0.4% -$3.99K 0.46% 30
2019
Q3
$892K Buy
+7,816
New +$892K 0.46% 24