AWM
Accurate 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 | $2.25M | Sell |
21,552
-1,008
| -4% | -$105K | 0.34% | 75 |
|
|
2025
Q1 | $2.31M | Sell |
22,560
-3,332
| -13% | -$341K | 0.44% | 62 |
|
|
2024
Q4 | $2.74M | Sell |
25,892
-373
| -1% | -$39.4K | 0.53% | 48 |
|
|
2024
Q3 | $2.84M | Buy |
26,265
+1,340
| +5% | +$145K | 0.57% | 48 |
|
|
2024
Q2 | $2.67M | Buy |
24,925
+530
| +2% | +$56.8K | 0.64% | 45 |
|
|
2024
Q1 | $2.6M | Buy |
24,395
+15
| +0.1% | +$1.6K | 0.76% | 42 |
|
|
2023
Q4 | $2.65M | Sell |
24,380
-1,128
| -4% | -$122K | 0.82% | 31 |
|
|
2023
Q3 | $2.6M | Buy |
25,508
+13,777
| +117% | +$1.4M | 0.81% | 32 |
|
|
2023
Q2 | $1.25M | Sell |
11,731
-11,748
| -50% | -$1.25M | 0.39% | 61 |
|
|
2023
Q1 | $2.54M | Buy |
23,479
+17,801
| +314% | +$1.92M | 0.87% | 20 |
|
|
2022
Q4 | $607K | Buy |
+5,678
| New | +$607K | 0.22% | 87 |
|