Wellspring Financial Advisors’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.27M | Sell |
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|
2022
Q4 | $1.63M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $324K | Buy |
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|
2021
Q4 | $345K | Buy |
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|
2021
Q3 | $315K | Hold |
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|
2021
Q2 | $316K | Sell |
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|
2021
Q1 | $331K | Buy |
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|
2020
Q4 | $318K | Sell |
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|
2020
Q3 | $337K | Hold |
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|
2020
Q2 | $336K | Hold |
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|
2020
Q1 | $331K | Buy |
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