BSWA
Bromfield Sneider Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $7.39M | Buy |
68,671
+5,654
| +9% | +$608K | 4.57% | 6 |
|
|
2023
Q4 | $6.83M | Buy |
63,017
+206
| +0.3% | +$22.3K | 4.62% | 6 |
|
|
2023
Q3 | $6.44M | Buy |
62,811
+6,332
| +11% | +$649K | 4.85% | 6 |
|
|
2023
Q2 | $6.03M | Buy |
56,479
+271
| +0.5% | +$28.9K | 4.78% | 5 |
|
|
2023
Q1 | $6.06M | Buy |
56,208
+1,128
| +2% | +$122K | 5.1% | 5 |
|
|
2022
Q4 | $5.81M | Buy |
55,080
+52,474
| +2,014% | +$5.54M | 5.39% | 5 |
|
|
2022
Q3 | $267K | Buy |
2,606
+1,255
| +93% | +$129K | 0.32% | 26 |
|
|
2022
Q2 | $144K | Buy |
1,351
+1,146
| +559% | +$122K | 0.18% | 36 |
|
|
2022
Q1 | $22K | Buy |
+205
| New | +$22K | 0.02% | 93 |
|