YHB Investment 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
Q4 | – | Sell |
-5,898
| Closed | -$605K | – | 287 |
|
|
2022
Q3 | $605K | Sell |
5,898
-4,201
| -42% | -$431K | 0.07% | 174 |
|
|
2022
Q2 | $1.07M | Sell |
10,099
-4,528
| -31% | -$482K | 0.11% | 140 |
|
|
2022
Q1 | $1.6M | Sell |
14,627
-6,041
| -29% | -$662K | 0.14% | 130 |
|
|
2021
Q4 | $2.4M | Sell |
20,668
-15,732
| -43% | -$1.83M | 0.19% | 112 |
|
|
2021
Q3 | $4.23M | Buy |
36,400
+21,200
| +139% | +$2.46M | 0.36% | 73 |
|
|
2021
Q2 | $1.78M | Buy |
15,200
+6,310
| +71% | +$739K | 0.15% | 134 |
|
|
2021
Q1 | $1.04M | Buy |
8,890
+405
| +5% | +$47.4K | 0.09% | 163 |
|
|
2020
Q4 | $994K | Buy |
+8,485
| New | +$994K | 0.09% | 163 |
|