BWG
Beta Wealth Group’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 | – | Sell |
-3,540
| Closed | -$373K | – | 112 |
|
|
2025
Q1 | $373K | Sell |
3,540
-1,128
| -24% | -$119K | 0.13% | 80 |
|
|
2024
Q4 | $497K | Sell |
4,668
-357
| -7% | -$38K | 0.22% | 73 |
|
|
2024
Q3 | $546K | Sell |
5,025
-87
| -2% | -$9.45K | 0.25% | 71 |
|
|
2024
Q2 | $545K | Buy |
5,112
+298
| +6% | +$31.8K | 0.26% | 62 |
|
|
2024
Q1 | $518K | Sell |
4,814
-1,252
| -21% | -$135K | 0.25% | 63 |
|
|
2023
Q4 | $658K | Sell |
6,066
-57,435
| -90% | -$6.23M | 0.34% | 44 |
|
|
2023
Q3 | $6.51M | Sell |
63,501
-555
| -0.9% | -$56.9K | 3.85% | 6 |
|
|
2023
Q2 | $6.84M | Buy |
64,056
+986
| +2% | +$105K | 3.95% | 5 |
|
|
2023
Q1 | $6.8M | Buy |
63,070
+47,631
| +309% | +$5.13M | 3.89% | 5 |
|
|
2022
Q4 | $1.63M | Buy |
15,439
+4,307
| +39% | +$454K | 1.09% | 28 |
|
|
2022
Q3 | $1.14M | Sell |
11,132
-58,428
| -84% | -$5.99M | 0.82% | 37 |
|
|
2022
Q2 | $7.4M | Buy |
69,560
+64,426
| +1,255% | +$6.85M | 4.96% | 2 |
|
|
2022
Q1 | $563K | Buy |
+5,134
| New | +$563K | 0.38% | 45 |
|