BWS
BCR 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,725
| Closed | -$177K | – | 64 |
|
|
2022
Q3 | $177K | Hold |
1,725
| – | – | 0.18% | 19 |
|
|
2022
Q2 | $183K | Sell |
1,725
-54
| -3% | -$5.73K | 0.19% | 18 |
|
|
2022
Q1 | $195K | Hold |
1,779
| – | – | 0.19% | 17 |
|
|
2021
Q4 | $207K | Buy |
+1,779
| New | +$207K | 0.2% | 16 |
|