BAWC
Boyce & Associates Wealth Consulting’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 | $353K | Sell |
3,381
-1,185
| -26% | -$124K | 0.32% | 52 |
|
|
2025
Q1 | $481K | Sell |
4,566
-167
| -4% | -$17.6K | 0.48% | 41 |
|
|
2024
Q4 | $504K | Buy |
4,733
+18
| +0.4% | +$1.92K | 0.51% | 42 |
|
|
2024
Q3 | $512K | Buy |
4,715
+13
| +0.3% | +$1.41K | 0.53% | 38 |
|
|
2024
Q2 | $501K | Sell |
4,702
-363
| -7% | -$38.7K | 0.59% | 36 |
|
|
2024
Q1 | $545K | Sell |
5,065
-1,031
| -17% | -$111K | 0.7% | 26 |
|
|
2023
Q4 | $661K | Sell |
6,096
-306
| -5% | -$33.2K | 0.96% | 19 |
|
|
2023
Q3 | $656K | Buy |
6,402
+9
| +0.1% | +$923 | 1.09% | 17 |
|
|
2023
Q2 | $682K | Buy |
6,393
+241
| +4% | +$25.7K | 1.14% | 16 |
|
|
2023
Q1 | $666K | Buy |
6,152
+2,038
| +50% | +$221K | 1.19% | 19 |
|
|
2022
Q4 | $434K | Buy |
4,114
+515
| +14% | +$54.3K | 0.83% | 23 |
|
|
2022
Q3 | $369K | Buy |
3,599
+37
| +1% | +$3.79K | 0.76% | 22 |
|
|
2022
Q2 | $379K | Buy |
3,562
+22
| +0.6% | +$2.34K | 0.69% | 27 |
|
|
2022
Q1 | $388K | Buy |
+3,540
| New | +$388K | 0.58% | 33 |
|