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 |
|