Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $11.3M | Buy |
97,571
+87,528
| +872% | +$10.1M | 0.4% | 36 |
|
|
2020
Q2 | $1.16M | Buy |
10,043
+54
| +0.5% | +$6.23K | 0.08% | 144 |
|
|
2020
Q1 | $1.13M | Buy |
+9,989
| New | +$1.13M | 0.1% | 121 |
|
|
2018
Q2 | – | Sell |
-275
| Closed | -$30K | – | 2534 |
|
|
2018
Q1 | $30K | Buy |
275
+25
| +10% | +$2.73K | ﹤0.01% | 1167 |
|
|
2017
Q4 | $28K | Sell |
250
-107
| -30% | -$12K | ﹤0.01% | 1222 |
|
|
2017
Q3 | $40K | Sell |
357
-293
| -45% | -$32.8K | ﹤0.01% | 1056 |
|
|
2017
Q2 | $72K | Buy |
+650
| New | +$72K | 0.01% | 819 |
|