BWM
BCGM 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 | $4.04M | Sell |
38,629
-3,790
| -9% | -$396K | 1.14% | 29 |
|
|
2025
Q1 | $4.47M | Sell |
42,419
-6,029
| -12% | -$636K | 1.37% | 18 |
|
|
2024
Q4 | $5.16M | Buy |
48,448
+5,431
| +13% | +$579K | 1.64% | 13 |
|
|
2024
Q3 | $4.67M | Buy |
43,017
+5,580
| +15% | +$606K | 1.52% | 15 |
|
|
2024
Q2 | $3.99M | Buy |
37,437
+6,608
| +21% | +$704K | 1.38% | 16 |
|
|
2024
Q1 | $3.32M | Buy |
30,829
+1,348
| +5% | +$145K | 1.19% | 25 |
|
|
2023
Q4 | $3.2M | Sell |
29,481
-6,427
| -18% | -$697K | 1.3% | 21 |
|
|
2023
Q3 | $3.68M | Buy |
35,908
+446
| +1% | +$45.7K | 1.69% | 13 |
|
|
2023
Q2 | $3.78M | Buy |
35,462
+8,138
| +30% | +$869K | 1.67% | 15 |
|
|
2023
Q1 | $2.94M | Buy |
27,324
+285
| +1% | +$30.7K | 1.48% | 16 |
|
|
2022
Q4 | $2.85M | Buy |
27,039
+6,812
| +34% | +$719K | 1.39% | 19 |
|
|
2022
Q3 | $2.06M | Buy |
20,227
+2,887
| +17% | +$294K | 1.03% | 28 |
|
|
2022
Q2 | $1.88M | Buy |
17,340
+3,631
| +26% | +$394K | 0.95% | 25 |
|
|
2022
Q1 | $1.46M | Sell |
13,709
-819
| -6% | -$87.4K | 0.8% | 31 |
|
|
2021
Q4 | $1.69M | Sell |
14,528
-32
| -0.2% | -$3.72K | 0.91% | 21 |
|
|
2021
Q3 | $1.69M | Sell |
14,560
-568
| -4% | -$65.9K | 0.94% | 22 |
|
|
2021
Q2 | $1.78M | Sell |
15,128
-103
| -0.7% | -$12.1K | 1.05% | 20 |
|
|
2021
Q1 | $1.78M | Sell |
15,231
-428
| -3% | -$50.1K | 1.22% | 19 |
|
|
2020
Q4 | $1.85M | Buy |
+15,659
| New | +$1.85M | 1.31% | 15 |
|