AWA
Aquire 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 | $10.8M | Buy |
103,570
+18,903
| +22% | +$1.97M | 2.91% | 7 |
|
|
2025
Q1 | $8.93M | Buy |
84,667
+1,230
| +1% | +$130K | 2.75% | 6 |
|
|
2024
Q4 | $8.89M | Buy |
83,437
+5,006
| +6% | +$533K | 2.75% | 6 |
|
|
2024
Q3 | $8.52M | Sell |
78,431
-10
| -0% | -$1.09K | 2.67% | 6 |
|
|
2024
Q2 | $8.36M | Buy |
78,441
+3,406
| +5% | +$363K | 2.81% | 6 |
|
|
2024
Q1 | $8.07M | Buy |
75,035
+1,686
| +2% | +$181K | 2.82% | 6 |
|
|
2023
Q4 | $7.95M | Buy |
73,349
+824
| +1% | +$89.3K | 3.02% | 6 |
|
|
2023
Q3 | $7.44M | Sell |
72,525
-675
| -0.9% | -$69.2K | 3.1% | 6 |
|
|
2023
Q2 | $7.81M | Buy |
73,200
+3,391
| +5% | +$362K | 3.12% | 6 |
|
|
2023
Q1 | $7.52M | Buy |
69,809
+3,105
| +5% | +$335K | 3.29% | 6 |
|
|
2022
Q4 | $7.04M | Buy |
66,704
+4,476
| +7% | +$472K | 3.5% | 6 |
|
|
2022
Q3 | $6.38M | Buy |
62,228
+2,298
| +4% | +$236K | 3.71% | 7 |
|
|
2022
Q2 | $6.37M | Buy |
59,930
+577
| +1% | +$61.4K | 3.72% | 7 |
|
|
2022
Q1 | $6.51M | Buy |
59,353
+1,335
| +2% | +$146K | 3.47% | 7 |
|
|
2021
Q4 | $6.75M | Buy |
+58,018
| New | +$6.75M | 3.53% | 7 |
|