WealthPLAN Partners’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
Q2 | – | Sell |
-3,375
| Closed | -$363K | – | 315 |
|
|
2024
Q1 | $363K | Hold |
3,375
| – | – | 0.04% | 236 |
|
|
2023
Q4 | $366K | Sell |
3,375
-1,555
| -32% | -$169K | 0.04% | 249 |
|
|
2023
Q3 | $506K | Buy |
4,930
+3,269
| +197% | +$335K | 0.06% | 201 |
|
|
2023
Q2 | $177K | Sell |
1,661
-498
| -23% | -$53.2K | 0.03% | 310 |
|
|
2023
Q1 | $233K | Sell |
2,159
-564
| -21% | -$60.8K | 0.03% | 282 |
|
|
2022
Q4 | $292K | Buy |
+2,723
| New | +$292K | 0.02% | 319 |
|
|
2022
Q1 | $430K | Sell |
4,033
-2,449
| -38% | -$261K | 0.03% | 270 |
|
|
2021
Q4 | $736K | Sell |
6,482
-799
| -11% | -$90.7K | 0.05% | 213 |
|
|
2021
Q3 | $846K | Buy |
7,281
+193
| +3% | +$22.4K | 0.06% | 186 |
|
|
2021
Q2 | $831K | Buy |
7,088
+209
| +3% | +$24.5K | 0.06% | 172 |
|
|
2021
Q1 | $801K | Buy |
6,879
+396
| +6% | +$46.1K | 0.06% | 165 |
|
|
2020
Q4 | $761K | Sell |
6,483
-388
| -6% | -$45.5K | 0.06% | 163 |
|
|
2020
Q3 | $797K | Buy |
6,871
+894
| +15% | +$104K | 0.08% | 141 |
|
|
2020
Q2 | $699K | Buy |
+5,977
| New | +$699K | 0.07% | 148 |
|
|
2017
Q4 | – | Sell |
-3,401
| Closed | -$377K | – | 228 |
|
|
2017
Q3 | $377K | Buy |
3,401
+313
| +10% | +$34.7K | 0.11% | 130 |
|
|
2017
Q2 | $340K | Buy |
+3,088
| New | +$340K | 0.1% | 129 |
|
|
2016
Q3 | $19.1K | Buy |
+170
| New | +$19.1K | 0.01% | 494 |
|