VitalStone Financial’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
2024
Q3
$2.37M Buy
21,788
+1,709
+9% +$186K 1.61% 14
2024
Q2
$2.14M Sell
20,079
-757
-4% -$80.7K 1.55% 13
2024
Q1
$2.24M Sell
20,836
-1,208
-5% -$130K 1.71% 13
2023
Q4
$2.39M Buy
22,044
+4,285
+24% +$465K 1.91% 12
2023
Q3
$1.84M Buy
17,759
+7,179
+68% +$744K 1.55% 14
2023
Q2
$1.14M Buy
10,580
+8,965
+555% +$966K 0.64% 26
2023
Q1
$188K Sell
1,615
-1,671
-51% -$195K 0.15% 68
2022
Q4
$344K Buy
+3,286
New +$344K 0.23% 38