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Acima Private Wealth’s iShares National Muni Bond ETF MUB Stock Holding History

Acima Private Wealth’s Portfolio MUB Stock Details MUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.67M Buy
24,795
+1,569
+7% +$168K 0.77% 29
2026
Q1 		$2.47M Buy
23,226
+1,067
+5% +$115K 0.77% 27
2025
Q4 		$2.37M Buy
22,159
+187
+0.9% +$20K 0.74% 27
2025
Q3 		$2.34M Buy
21,972
+1,379
+7% +$144K 0.73% 32
2025
Q2 		$2.15M Buy
20,593
+241
+1% +$25.1K 0.73% 32
2025
Q1 		$2.15M Buy
20,352
+762
+4% +$81K 0.77% 29
2024
Q4 		$2.09M Buy
19,590
+1,175
+6% +$126K 0.7% 32
2024
Q3 		$2M Buy
18,415
+1,491
+9% +$161K 0.67% 37
2024
Q2 		$1.8M Buy
16,924
+1,464
+9% +$156K 0.66% 36
2024
Q1 		$1.66M Buy
15,460
+1,344
+10% +$145K 0.61% 38
2023
Q4 		$1.53M Sell
14,116
-6,997
-33% -$731K 0.6% 36
2023
Q3 		$2.16M Buy
21,113
+377
+2% +$39.8K 0.96% 28
2023
Q2 		$2.21M Buy
20,736
+739
+4% +$79K 1.06% 28
2023
Q1 		$2.15M Sell
19,997
-4,771
-19% -$510K 1.06% 28
2022
Q4 		$2.61M Sell
24,768
-9,406
-28% -$980K 1.34% 22
2022
Q3 		$3.51M Buy
34,174
+700
+2% +$74.4K 1.8% 16
2022
Q2 		$3.56M Buy
33,474
+11,900
+55% +$1.27M 1.78% 16
2022
Q1 		$2.37M Buy
21,574
+9,616
+80% +$1.09M 1.09% 30
2021
Q4 		$1.39M Buy
11,958
+372
+3% +$43.2K 0.6% 48
2021
Q3 		$1.35M Buy
11,586
+3,185
+38% +$373K 0.62% 48
2021
Q2 		$985K Buy
8,401
+1,491
+22% +$174K 0.45% 59
2021
Q1 		$802K Buy
6,910
+6,042
+696% +$705K 0.39% 65
2020
Q4 		$102K Hold
868
– – 0.05% 137
2020
Q3 		$101K Buy
+868
New +$101K 0.06% 135

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OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return