World Equity Group’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
Q1 | – | Sell |
-2,666
| Closed | -$287K | – | 344 |
|
|
2023
Q4 | $287K | Sell |
2,666
-40
| -1% | -$4.31K | 0.06% | 258 |
|
|
2023
Q3 | $277K | Buy |
+2,706
| New | +$277K | 0.06% | 272 |
|
|
2023
Q2 | – | Sell |
-2,365
| Closed | -$592K | – | 460 |
|
|
2023
Q1 | $592K | Sell |
2,365
-7,797
| -77% | -$1.95M | 0.09% | 246 |
|
|
2022
Q4 | $1.07M | Buy |
10,162
+384
| +4% | +$40.5K | 0.25% | 106 |
|
|
2022
Q3 | $1M | Sell |
9,778
-390
| -4% | -$40K | 0.25% | 99 |
|
|
2022
Q2 | $1.08M | Buy |
10,168
+2,971
| +41% | +$316K | 0.27% | 100 |
|
|
2022
Q1 | $789K | Buy |
+7,197
| New | +$789K | 0.17% | 149 |
|