BSWM
Boston Standard 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 | $24.3M | Buy |
232,865
+47,346
| +26% | +$4.95M | 4.38% | 6 |
|
|
2025
Q1 | $19.8M | Sell |
185,519
-24,709
| -12% | -$2.63M | 4.35% | 7 |
|
|
2024
Q4 | $22.4M | Buy |
210,228
+13,884
| +7% | +$1.48M | 4.35% | 6 |
|
|
2024
Q3 | $21.3M | Buy |
196,344
+10,825
| +6% | +$1.18M | 4.15% | 6 |
|
|
2024
Q2 | $19.8M | Buy |
185,519
+11,594
| +7% | +$1.24M | 4.35% | 7 |
|
|
2024
Q1 | $18.7M | Buy |
173,925
+23,434
| +16% | +$2.52M | 4.24% | 7 |
|
|
2023
Q4 | $15.4M | Hold |
150,491
| – | – | 4.07% | 7 |
|
|
2023
Q3 | $15.4M | Buy |
150,491
+11,557
| +8% | +$1.19M | 4.07% | 7 |
|
|
2023
Q2 | $14.8M | Buy |
138,934
+8,807
| +7% | +$940K | 3.79% | 7 |
|
|
2023
Q1 | $14M | Buy |
130,127
+564
| +0.4% | +$60.8K | 4.02% | 7 |
|
|
2022
Q4 | $13.7M | Buy |
129,563
+17,556
| +16% | +$1.85M | 4.06% | 7 |
|
|
2022
Q3 | $11.5M | Buy |
112,007
+160
| +0.1% | +$16.4K | 3.86% | 7 |
|
|
2022
Q2 | $11.9M | Buy |
111,847
+1,830
| +2% | +$195K | 3.84% | 7 |
|
|
2022
Q1 | $12.1M | Sell |
110,017
-471
| -0.4% | -$51.6K | 3.46% | 7 |
|
|
2021
Q4 | $12.8M | Buy |
110,488
+3,880
| +4% | +$451K | 3.58% | 7 |
|
|
2021
Q3 | $12.4M | Buy |
106,608
+945
| +0.9% | +$110K | 3.7% | 7 |
|
|
2021
Q2 | $12.4M | Buy |
105,663
+7,510
| +8% | +$880K | 3.75% | 7 |
|
|
2021
Q1 | $11.4M | Buy |
98,153
+31,237
| +47% | +$3.63M | 3.71% | 8 |
|
|
2020
Q4 | $7.84M | Buy |
66,916
+4,101
| +7% | +$481K | 2.92% | 10 |
|
|
2020
Q3 | $7.28M | Sell |
62,815
-8,007
| -11% | -$928K | 3.07% | 9 |
|
|
2020
Q2 | $8.17M | Buy |
70,822
+1,277
| +2% | +$147K | 3.69% | 7 |
|
|
2020
Q1 | $7.65M | Buy |
69,545
+3,931
| +6% | +$433K | 4.16% | 7 |
|
|
2019
Q4 | $7.47M | Buy |
65,614
+1,591
| +2% | +$181K | 3.34% | 10 |
|
|
2019
Q3 | $7.31M | Buy |
64,023
+3,579
| +6% | +$408K | 3.52% | 10 |
|
|
2019
Q2 | $6.83M | Buy |
60,444
+4,288
| +8% | +$485K | 3.34% | 10 |
|
|
2019
Q1 | $6.22M | Buy |
56,156
+3,044
| +6% | +$337K | 3.24% | 10 |
|
|
2018
Q4 | $5.79M | Sell |
53,112
-2,666
| -5% | -$291K | 3.45% | 10 |
|
|
2018
Q3 | $6.01M | Buy |
+55,778
| New | +$6.01M | 3.27% | 10 |
|
|
2018
Q1 | $4.43M | Buy |
40,699
+6,411
| +19% | +$698K | 2.77% | 11 |
|
|
2017
Q4 | $3.8M | Buy |
34,288
+3,514
| +11% | +$389K | 2.41% | 11 |
|
|
2017
Q3 | $3.41M | Buy |
30,774
+1,913
| +7% | +$212K | 2.28% | 10 |
|
|
2017
Q2 | $3.17M | Buy |
28,861
+9,289
| +47% | +$1.02M | 2.21% | 10 |
|
|
2017
Q1 | $2.13M | Buy |
19,572
+5,277
| +37% | +$575K | 1.64% | 10 |
|
|
2016
Q4 | $1.55M | Buy |
14,295
+3,227
| +29% | +$349K | 1.22% | 12 |
|
|
2016
Q3 | $1.25M | Buy |
11,068
+747
| +7% | +$84.2K | 1.01% | 13 |
|
|
2016
Q2 | $1.18M | Buy |
10,321
+1,323
| +15% | +$151K | 1.02% | 13 |
|
|
2016
Q1 | $1M | Buy |
+8,998
| New | +$1M | 0.92% | 16 |
|
|
2015
Q4 | – | Sell |
-8,229
| Closed | -$902K | – | 22 |
|
|
2015
Q3 | $902K | Buy |
8,229
+306
| +4% | +$33.5K | 0.9% | 18 |
|
|
2015
Q2 | $860K | Buy |
7,923
+417
| +6% | +$45.3K | 0.8% | 18 |
|
|
2015
Q1 | $827K | Buy |
7,506
+221
| +3% | +$24.3K | 0.77% | 18 |
|
|
2014
Q4 | $812K | Buy |
+7,285
| New | +$812K | 0.8% | 19 |
|