Wipfli Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $931K | Buy |
9,074
+7,120
| +364% | +$731K | 0.07% | 131 |
|
|
2022
Q2 | $208K | Sell |
1,954
-223
| -10% | -$23.7K | 0.02% | 84 |
|
|
2022
Q1 | $239K | Sell |
2,177
-119
| -5% | -$13K | 0.02% | 90 |
|
|
2021
Q4 | $267K | Sell |
2,296
-259
| -10% | -$30.1K | 0.03% | 39 |
|
|
2021
Q3 | $297K | Buy |
2,555
+34
| +1% | +$3.95K | 0.04% | 39 |
|
|
2021
Q2 | $295K | Buy |
2,521
+725
| +40% | +$85K | 0.04% | 37 |
|
|
2021
Q1 | $208K | Sell |
1,796
-382
| -18% | -$44.3K | 0.11% | 33 |
|
|
2020
Q4 | $255K | Buy |
+2,178
| New | +$255K | 0.15% | 31 |
|