AWMS
Advocacy Wealth Management Services’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 | $773K | Hold |
7,397
| – | – | 0.05% | 52 |
|
|
2025
Q1 | $780K | Hold |
7,397
| – | – | 0.05% | 50 |
|
|
2024
Q4 | $788K | Hold |
7,397
| – | – | 0.06% | 43 |
|
|
2024
Q3 | $804K | Buy |
+7,397
| New | +$804K | 0.06% | 42 |
|
|
2024
Q2 | – | Sell |
-3,086
| Closed | -$332K | – | 53 |
|
|
2024
Q1 | $332K | Buy |
3,086
+408
| +15% | +$43.9K | 0.03% | 52 |
|
|
2023
Q4 | $290K | Buy |
2,678
+402
| +18% | +$43.6K | 0.03% | 50 |
|
|
2023
Q3 | $233K | Hold |
2,276
| – | – | 0.03% | 36 |
|
|
2023
Q2 | $243K | Buy |
+2,276
| New | +$243K | 0.03% | 36 |
|
|
2022
Q4 | – | Sell |
-2,706
| Closed | -$280K | – | 100 |
|
|
2022
Q3 | $280K | Buy |
2,706
+36
| +1% | +$3.73K | 0.04% | 33 |
|
|
2022
Q2 | $284K | Buy |
2,670
+1,423
| +114% | +$151K | 0.05% | 32 |
|
|
2022
Q1 | $136K | Sell |
1,247
-415
| -25% | -$45.3K | 0.02% | 31 |
|
|
2021
Q4 | $193K | Hold |
1,662
| – | – | 0.03% | 33 |
|
|
2021
Q3 | $193K | Hold |
1,662
| – | – | 0.03% | 33 |
|
|
2021
Q2 | $195K | Sell |
1,662
-2,347
| -59% | -$275K | 0.04% | 34 |
|
|
2021
Q1 | $465K | Hold |
4,009
| – | – | 0.09% | 34 |
|
|
2020
Q4 | $470K | Buy |
4,009
+340
| +9% | +$39.9K | 0.07% | 36 |
|
|
2020
Q3 | $425K | Sell |
3,669
-1,716
| -32% | -$199K | 0.07% | 42 |
|
|
2020
Q2 | $621K | Hold |
5,385
| – | – | 0.13% | 38 |
|
|
2020
Q1 | $593K | Hold |
5,385
| – | – | 0.13% | 27 |
|
|
2019
Q4 | $613K | Buy |
5,385
+4,944
| +1,121% | +$563K | 0.17% | 23 |
|
|
2019
Q3 | $50K | Hold |
441
| – | – | 0.03% | 47 |
|
|
2019
Q2 | $50K | Hold |
441
| – | – | 0.04% | 42 |
|
|
2019
Q1 | $49K | Hold |
441
| – | – | 0.05% | 36 |
|
|
2018
Q4 | $48K | Hold |
441
| – | – | 0.04% | 39 |
|
|
2018
Q3 | $48K | Hold |
441
| – | – | 0.03% | 42 |
|
|
2018
Q2 | $48K | Sell |
441
-872
| -66% | -$94.9K | 0.03% | 39 |
|
|
2018
Q1 | $143K | Hold |
1,313
| – | – | 0.1% | 16 |
|
|
2017
Q4 | $145K | Sell |
1,313
-78
| -6% | -$8.61K | 0.1% | 21 |
|
|
2017
Q3 | $154K | Sell |
1,391
-29,139
| -95% | -$3.23M | 0.06% | 28 |
|
|
2017
Q2 | $3.36M | Sell |
30,530
-15,627
| -34% | -$1.72M | 1.2% | 23 |
|
|
2017
Q1 | $5.03M | Sell |
46,157
-22,501
| -33% | -$2.45M | 1.75% | 22 |
|
|
2016
Q4 | $7.43M | Buy |
68,658
+6,951
| +11% | +$752K | 2.23% | 19 |
|
|
2016
Q3 | $6.96M | Buy |
61,707
+20,361
| +49% | +$2.3M | 2.7% | 21 |
|
|
2016
Q2 | $4.71M | Buy |
41,346
+21,221
| +105% | +$2.42M | 2.38% | 21 |
|
|
2016
Q1 | $2.25M | Buy |
+20,125
| New | +$2.25M | 1.56% | 21 |
|
|
2013
Q3 | $16K | Sell |
150
-200
| -57% | -$21.3K | 0.04% | 198 |
|
|
2013
Q2 | $37K | Buy |
+350
| New | +$37K | 0.15% | 102 |
|