Axxcess Wealth Management’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 | $22.2M | Buy |
212,628
+15,025
| +8% | +$1.57M | 0.52% | 37 |
|
|
2025
Q1 | $20.8M | Sell |
197,603
-2,573
| -1% | -$271K | 0.55% | 37 |
|
|
2024
Q4 | $21.3M | Sell |
200,176
-1,456
| -0.7% | -$155K | 0.51% | 42 |
|
|
2024
Q3 | $21.9M | Buy |
201,632
+11,931
| +6% | +$1.3M | 0.54% | 38 |
|
|
2024
Q2 | $20.2M | Buy |
189,701
+6,680
| +4% | +$712K | 0.53% | 38 |
|
|
2024
Q1 | $19.7M | Buy |
183,021
+52,419
| +40% | +$5.64M | 0.54% | 34 |
|
|
2023
Q4 | $14.2M | Sell |
130,602
-53,837
| -29% | -$5.84M | 0.41% | 47 |
|
|
2023
Q3 | $18.9M | Buy |
184,439
+163,380
| +776% | +$16.8M | 0.64% | 33 |
|
|
2023
Q2 | $2.25M | Buy |
21,059
+662
| +3% | +$70.7K | 0.16% | 123 |
|
|
2023
Q1 | $2.2M | Sell |
20,397
-4,923
| -19% | -$530K | 0.17% | 126 |
|
|
2022
Q4 | $2.67M | Sell |
25,320
-9,874
| -28% | -$1.04M | 0.22% | 101 |
|
|
2022
Q3 | $3.61M | Buy |
35,194
+9,576
| +37% | +$982K | 0.34% | 64 |
|
|
2022
Q2 | $2.72M | Buy |
25,618
+4,069
| +19% | +$433K | 0.25% | 81 |
|
|
2022
Q1 | $2.36M | Buy |
21,549
+2,216
| +11% | +$243K | 0.18% | 106 |
|
|
2021
Q4 | $2.25M | Buy |
+19,333
| New | +$2.25M | 0.16% | 109 |
|