AWA
Amplius Wealth Advisors’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 | $327K | Buy |
+3,133
| New | +$327K | 0.03% | 149 |
|
|
2022
Q4 | – | Sell |
-17,677
| Closed | -$1.81M | – | 179 |
|
|
2022
Q3 | $1.81M | Sell |
17,677
-16,030
| -48% | -$1.64M | 0.32% | 44 |
|
|
2022
Q2 | $3.59M | Buy |
+33,707
| New | +$3.59M | 0.58% | 35 |
|
|
2022
Q1 | – | Sell |
-33
| Closed | -$3K | – | 636 |
|
|
2021
Q4 | $3K | Buy |
+33
| New | +$3K | ﹤0.01% | 794 |
|