1WM
1900 Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $602K | Sell |
5,763
-347
| -6% | -$36.3K | 0.05% | 123 |
|
|
2025
Q1 | $644K | Buy |
6,110
+8
| +0.1% | +$844 | 0.05% | 110 |
|
|
2024
Q4 | $650K | Hold |
6,102
| – | – | 0.05% | 115 |
|
|
2024
Q3 | $663K | Sell |
6,102
-715
| -10% | -$77.7K | 0.06% | 123 |
|
|
2024
Q2 | $726K | Sell |
6,817
-5,115
| -43% | -$545K | 0.07% | 114 |
|
|
2024
Q1 | $1.28M | Sell |
11,932
-18,984
| -61% | -$2.04M | 0.12% | 94 |
|
|
2023
Q4 | $3.35M | Sell |
30,916
-147,167
| -83% | -$16M | 0.31% | 65 |
|
|
2023
Q3 | $18.3M | Buy |
178,083
+89,624
| +101% | +$9.19M | 1.82% | 12 |
|
|
2023
Q2 | $9.44M | Sell |
88,459
-76,355
| -46% | -$8.15M | 0.97% | 24 |
|
|
2023
Q1 | $17.5M | Sell |
164,814
-56,073
| -25% | -$5.97M | 1.88% | 14 |
|
|
2022
Q4 | $23.3M | Sell |
220,887
-74,944
| -25% | -$7.91M | 2.53% | 10 |
|
|
2022
Q3 | $30.3M | Buy |
295,831
+17,048
| +6% | +$1.75M | 3.55% | 5 |
|
|
2022
Q2 | $29.7M | Sell |
278,783
-70,114
| -20% | -$7.46M | 3.23% | 7 |
|
|
2022
Q1 | $38.3M | Buy |
348,897
+28,063
| +9% | +$3.08M | 3.64% | 6 |
|
|
2021
Q4 | $37.3M | Sell |
320,834
-25,719
| -7% | -$2.99M | 3.37% | 6 |
|
|
2021
Q3 | $40.3M | Sell |
346,553
-64,942
| -16% | -$7.54M | 3.91% | 4 |
|
|
2021
Q2 | $48.2M | Buy |
411,495
+51,352
| +14% | +$6.02M | 4.61% | 4 |
|
|
2021
Q1 | $41.8K | Sell |
360,143
-1,890
| -0.5% | -$219 | 3.16% | 5 |
|
|
2020
Q4 | $42.4M | Buy |
+362,033
| New | +$42.4M | 4.96% | 3 |
|