VERITY 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
Q4 | – | Sell |
-4,656
| Closed | -$477K | – | 73 |
|
|
2023
Q3 | $477K | Buy |
4,656
+31
| +0.7% | +$3.18K | 0.45% | 41 |
|
|
2023
Q2 | $494K | Buy |
4,625
+30
| +0.7% | +$3.2K | 0.44% | 41 |
|
|
2023
Q1 | $495K | Buy |
4,595
+20
| +0.4% | +$2.16K | 0.46% | 44 |
|
|
2022
Q4 | $483K | Buy |
4,575
+36
| +0.8% | +$3.8K | 0.47% | 44 |
|
|
2022
Q3 | $466K | Buy |
4,539
+24
| +0.5% | +$2.46K | 0.48% | 43 |
|
|
2022
Q2 | $480K | Buy |
4,515
+21
| +0.5% | +$2.23K | 0.47% | 40 |
|
|
2022
Q1 | $493K | Buy |
4,494
+13
| +0.3% | +$1.43K | 0.44% | 41 |
|
|
2021
Q4 | $521K | Buy |
4,481
+26
| +0.6% | +$3.02K | 0.43% | 39 |
|
|
2021
Q3 | $518K | Buy |
4,455
+19
| +0.4% | +$2.21K | 0.46% | 37 |
|
|
2021
Q2 | $520K | Buy |
4,436
+21
| +0.5% | +$2.46K | 0.47% | 34 |
|
|
2021
Q1 | $512K | Buy |
4,415
+14
| +0.3% | +$1.62K | 0.45% | 36 |
|
|
2020
Q4 | $516K | Buy |
4,401
+30
| +0.7% | +$3.52K | 0.47% | 32 |
|
|
2020
Q3 | $507K | Buy |
4,371
+22
| +0.5% | +$2.55K | 0.52% | 32 |
|
|
2020
Q2 | $502K | Buy |
4,349
+25
| +0.6% | +$2.89K | 0.54% | 32 |
|
|
2020
Q1 | $489K | Buy |
4,324
+16
| +0.4% | +$1.81K | 0.66% | 29 |
|
|
2019
Q4 | $491K | Buy |
4,308
+1,898
| +79% | +$216K | 0.47% | 34 |
|
|
2019
Q3 | $275K | Buy |
2,410
+15
| +0.6% | +$1.71K | 0.27% | 45 |
|
|
2019
Q2 | $271K | Buy |
2,395
+15
| +0.6% | +$1.7K | 0.27% | 46 |
|
|
2019
Q1 | $265K | Buy |
2,380
+10
| +0.4% | +$1.11K | 0.27% | 46 |
|
|
2018
Q4 | $258K | Buy |
+2,370
| New | +$258K | 0.3% | 45 |
|