AWM
Abound 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 | $2.7M | Buy |
25,810
+10,462
| +68% | +$1.09M | 0.76% | 24 |
|
|
2025
Q1 | $1.62M | Sell |
15,348
-1,990
| -11% | -$210K | 0.54% | 26 |
|
|
2024
Q4 | $1.85M | Buy |
17,338
+1,480
| +9% | +$158K | 0.59% | 25 |
|
|
2024
Q3 | $1.72M | Buy |
15,858
+1,005
| +7% | +$109K | 0.57% | 21 |
|
|
2024
Q2 | $1.58M | Buy |
14,853
+608
| +4% | +$64.8K | 0.58% | 21 |
|
|
2024
Q1 | $1.53M | Sell |
14,245
-293
| -2% | -$31.5K | 0.58% | 23 |
|
|
2023
Q4 | $1.58M | Buy |
14,538
+30
| +0.2% | +$3.25K | 0.63% | 20 |
|
|
2023
Q3 | $1.49M | Buy |
14,508
+2,065
| +17% | +$212K | 0.63% | 21 |
|
|
2023
Q2 | $1.33M | Buy |
12,443
+621
| +5% | +$66.3K | 0.56% | 22 |
|
|
2023
Q1 | $1.27M | Buy |
11,822
+385
| +3% | +$41.5K | 0.57% | 24 |
|
|
2022
Q4 | $1.21M | Sell |
11,437
-9,038
| -44% | -$954K | 0.59% | 22 |
|
|
2022
Q3 | $2.1M | Sell |
20,475
-1,150
| -5% | -$118K | 1.13% | 18 |
|
|
2022
Q2 | $2.3M | Buy |
21,625
+9,514
| +79% | +$1.01M | 1.28% | 17 |
|
|
2022
Q1 | $1.33M | Buy |
+12,111
| New | +$1.33M | 0.96% | 17 |
|