BWM
Benchmark 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 | $249K | Buy |
+2,381
| New | +$249K | 0.11% | 67 |
|
|
2022
Q4 | – | Sell |
-5,558
| Closed | -$570K | – | 53 |
|
|
2022
Q3 | $570K | Sell |
5,558
-915
| -14% | -$93.8K | 0.45% | 23 |
|
|
2022
Q2 | $688K | Buy |
6,473
+460
| +8% | +$48.9K | 0.51% | 19 |
|
|
2022
Q1 | $659K | Hold |
6,013
| – | – | 0.44% | 22 |
|
|
2021
Q4 | $699K | Hold |
6,013
| – | – | 0.45% | 21 |
|
|
2021
Q3 | $699K | Hold |
6,013
| – | – | 0.49% | 19 |
|
|
2021
Q2 | $705K | Hold |
6,013
| – | – | 0.48% | 19 |
|
|
2021
Q1 | $698K | Hold |
6,013
| – | – | 0.52% | 19 |
|
|
2020
Q4 | $705K | Hold |
6,013
| – | – | 0.53% | 18 |
|
|
2020
Q3 | $697K | Hold |
6,013
| – | – | 0.55% | 16 |
|
|
2020
Q2 | $694K | Sell |
6,013
-1,582
| -21% | -$183K | 0.59% | 16 |
|
|
2020
Q1 | $858K | Hold |
7,595
| – | – | 0.86% | 13 |
|
|
2019
Q4 | $865K | Buy |
+7,595
| New | +$865K | 0.75% | 16 |
|