AWA
ARS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $1.39M | Buy |
11,831
+7,800
| +194% | +$914K | 0.25% | 44 |
|
|
2021
Q1 | $468K | Buy |
4,031
+2,060
| +105% | +$239K | 0.1% | 76 |
|
|
2020
Q4 | $231K | Hold |
1,971
| – | – | 0.05% | 108 |
|
|
2020
Q3 | $228K | Hold |
1,971
| – | – | 0.06% | 96 |
|
|
2020
Q2 | $227K | Buy |
1,971
+100
| +5% | +$11.5K | 0.07% | 88 |
|
|
2020
Q1 | $211K | Hold |
1,871
| – | – | 0.09% | 83 |
|
|
2019
Q4 | $213K | Buy |
+1,871
| New | +$213K | 0.06% | 108 |
|
|
2014
Q2 | – | Sell |
-2,967
| Closed | -$318K | – | 78 |
|
|
2014
Q1 | $318K | Hold |
2,967
| – | – | 0.19% | 37 |
|
|
2013
Q4 | $308K | Buy |
+2,967
| New | +$308K | 0.19% | 42 |
|