AWAG
ARS Wealth Advisors Group’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 | $518K | Hold |
4,960
| – | – | 0.06% | 102 |
|
|
2025
Q1 | $523K | Sell |
4,960
-6,062
| -55% | -$639K | 0.07% | 88 |
|
|
2024
Q4 | $1.17M | Buy |
11,022
+2,000
| +22% | +$213K | 0.16% | 60 |
|
|
2024
Q3 | $980K | Buy |
9,022
+162
| +2% | +$17.6K | 0.12% | 72 |
|
|
2024
Q2 | $944K | Sell |
8,860
-1,750
| -16% | -$186K | 0.12% | 70 |
|
|
2024
Q1 | $1.14M | Hold |
10,610
| – | – | 0.15% | 58 |
|
|
2023
Q4 | $1.15M | Buy |
10,610
+200
| +2% | +$21.7K | 0.17% | 57 |
|
|
2023
Q3 | $1.07M | Hold |
10,410
| – | – | 0.17% | 64 |
|
|
2023
Q2 | $1.11M | Hold |
10,410
| – | – | 0.18% | 61 |
|
|
2023
Q1 | $1.12M | Sell |
10,410
-110
| -1% | -$11.9K | 0.21% | 52 |
|
|
2022
Q4 | $1.11M | Sell |
10,520
-2,961
| -22% | -$312K | 0.18% | 61 |
|
|
2022
Q3 | $1.38M | Hold |
13,481
| – | – | 0.21% | 63 |
|
|
2022
Q2 | $1.43M | Hold |
13,481
| – | – | 0.2% | 74 |
|
|
2022
Q1 | $1.48M | Sell |
13,481
-1,500
| -10% | -$164K | 0.26% | 49 |
|
|
2021
Q4 | $1.74M | Buy |
14,981
+1,500
| +11% | +$174K | 0.29% | 45 |
|
|
2021
Q3 | $1.57M | Buy |
+13,481
| New | +$1.57M | 0.28% | 45 |
|