9WM
9258 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $503K | Buy |
4,633
+443
| +11% | +$48.1K | 0.07% | 198 |
|
|
2024
Q2 | $446K | Sell |
4,190
-952
| -19% | -$101K | 0.07% | 207 |
|
|
2024
Q1 | $553K | Buy |
5,142
+61
| +1% | +$6.56K | 0.09% | 184 |
|
|
2023
Q4 | $551K | Sell |
5,081
-896
| -15% | -$97.1K | 0.1% | 170 |
|
|
2023
Q3 | $613K | Sell |
5,977
-129
| -2% | -$13.2K | 0.12% | 152 |
|
|
2023
Q2 | $652K | Sell |
6,106
-101
| -2% | -$10.8K | 0.12% | 146 |
|
|
2023
Q1 | $669K | Buy |
6,207
+116
| +2% | +$12.5K | 0.14% | 140 |
|
|
2022
Q4 | $643K | Buy |
6,091
+619
| +11% | +$65.3K | 0.14% | 139 |
|
|
2022
Q3 | $561K | Buy |
5,472
+2,026
| +59% | +$208K | 0.14% | 156 |
|
|
2022
Q2 | $367K | Buy |
+3,446
| New | +$367K | 0.09% | 216 |
|
|
2020
Q1 | – | Sell |
-3,992
| Closed | -$455K | – | 298 |
|
|
2019
Q4 | $455K | Buy |
+3,992
| New | +$455K | 0.17% | 158 |
|