WealthStone’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $37.2M | Buy |
320,719
+10,049
| +3% | +$1.17M | 12.98% | 1 |
|
|
2020
Q4 | $36.4M | Buy |
310,670
+28,936
| +10% | +$3.39M | 12.92% | 1 |
|
|
2020
Q3 | $32.7M | Buy |
281,734
+11,953
| +4% | +$1.39M | 14.91% | 1 |
|
|
2020
Q2 | $31.1M | Buy |
+269,781
| New | +$31.1M | 14.85% | 1 |
|
|
2019
Q4 | – | Sell |
-9,897
| Closed | -$1.13M | – | 44 |
|
|
2019
Q3 | $1.13M | Buy |
+9,897
| New | +$1.13M | 0.6% | 22 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 41 |
|