AWMNH
Arcadia Wealth Management (New Hampshire)’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 | $2.74M | Sell |
26,243
-1,057
| -4% | -$110K | 1.2% | 18 |
|
|
2025
Q1 | $2.88M | Buy |
27,300
+110
| +0.4% | +$11.6K | 1.42% | 17 |
|
|
2024
Q4 | $2.9M | Buy |
27,190
+127
| +0.5% | +$13.5K | 1.47% | 17 |
|
|
2024
Q3 | $2.94M | Buy |
27,063
+2
| +0% | +$217 | 1.55% | 18 |
|
|
2024
Q2 | $2.88M | Buy |
27,061
+1,930
| +8% | +$206K | 1.65% | 17 |
|
|
2024
Q1 | $2.7M | Buy |
25,131
+573
| +2% | +$61.7K | 1.66% | 15 |
|
|
2023
Q4 | $2.66M | Buy |
24,558
+120
| +0.5% | +$13K | 1.85% | 13 |
|
|
2023
Q3 | $2.51M | Sell |
24,438
-652
| -3% | -$66.9K | 1.96% | 14 |
|
|
2023
Q2 | $2.68M | Sell |
25,090
-12,491
| -33% | -$1.33M | 1.98% | 14 |
|
|
2023
Q1 | $4.05M | Sell |
37,581
-510
| -1% | -$54.9K | 3.36% | 9 |
|
|
2022
Q4 | $4.02M | Buy |
+38,091
| New | +$4.02M | 3.53% | 9 |
|