Wade Financial Advisory’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
Q1 | – | Sell |
-14,212
| Closed | -$1.5M | – | 79 |
|
|
2022
Q4 | $1.5M | Sell |
14,212
-366
| -3% | -$38.6K | 0.68% | 31 |
|
|
2022
Q3 | $1.5M | Buy |
14,578
+3,009
| +26% | +$309K | 0.75% | 29 |
|
|
2022
Q2 | $1.23M | Sell |
11,569
-8,317
| -42% | -$884K | 0.58% | 33 |
|
|
2022
Q1 | $2.18M | Buy |
19,886
+4,124
| +26% | +$452K | 0.93% | 27 |
|
|
2021
Q4 | $1.83M | Buy |
15,762
+2,011
| +15% | +$234K | 0.95% | 28 |
|
|
2021
Q3 | $1.6M | Buy |
13,751
+820
| +6% | +$95.2K | 0.9% | 28 |
|
|
2021
Q2 | $1.52M | Buy |
12,931
+240
| +2% | +$28.1K | 0.83% | 28 |
|
|
2021
Q1 | $1.47M | Buy |
12,691
+2,207
| +21% | +$256K | 0.93% | 27 |
|
|
2020
Q4 | $1.23M | Buy |
10,484
+2,574
| +33% | +$302K | 0.82% | 27 |
|
|
2020
Q3 | $917K | Buy |
7,910
+1,728
| +28% | +$200K | 0.72% | 33 |
|
|
2020
Q2 | $713K | Buy |
6,182
+688
| +13% | +$79.4K | 0.62% | 35 |
|
|
2020
Q1 | $621K | Sell |
5,494
-5,235
| -49% | -$592K | 0.62% | 35 |
|
|
2019
Q4 | $1.22M | Buy |
+10,729
| New | +$1.22M | 1.08% | 20 |
|