AWS
Aspen Wealth Strategies’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 | $653K | Sell |
6,249
-964
| -13% | -$101K | 0.39% | 39 |
|
|
2025
Q1 | $761K | Sell |
7,213
-744
| -9% | -$78.4K | 0.5% | 35 |
|
|
2024
Q4 | $848K | Buy |
7,957
+325
| +4% | +$34.6K | 0.54% | 31 |
|
|
2024
Q3 | $829K | Sell |
7,632
-270
| -3% | -$29.3K | 0.53% | 27 |
|
|
2024
Q2 | $849K | Sell |
7,902
-1,189
| -13% | -$128K | 0.59% | 25 |
|
|
2024
Q1 | $978K | Sell |
9,091
-2,908
| -24% | -$313K | 0.68% | 23 |
|
|
2023
Q4 | $1.3M | Sell |
11,999
-51,568
| -81% | -$5.59M | 0.95% | 21 |
|
|
2023
Q3 | $6.52M | Buy |
63,567
+757
| +1% | +$77.6K | 5.08% | 8 |
|
|
2023
Q2 | $6.7M | Sell |
62,810
-331
| -0.5% | -$35.3K | 5.09% | 8 |
|
|
2023
Q1 | $6.8M | Buy |
63,141
+5,762
| +10% | +$621K | 5.28% | 8 |
|
|
2022
Q4 | $6.05M | Buy |
+57,379
| New | +$6.05M | 4.85% | 8 |
|