BSW Wealth Partners’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.82M | Buy |
74,868
+49,392
| +194% | +$5.16M | 1.07% | 20 |
|
|
2025
Q1 | $2.69M | Sell |
25,476
-11,072
| -30% | -$1.17M | 0.41% | 39 |
|
|
2024
Q4 | $3.89M | Buy |
36,548
+31,761
| +663% | +$3.38M | 0.57% | 35 |
|
|
2024
Q3 | $520K | Buy |
4,787
+1,666
| +53% | +$181K | 0.08% | 140 |
|
|
2024
Q2 | $333K | Sell |
3,121
-94
| -3% | -$10K | 0.05% | 190 |
|
|
2024
Q1 | $346K | Sell |
3,215
-142
| -4% | -$15.3K | 0.06% | 195 |
|
|
2023
Q4 | $364K | Sell |
3,357
-8,604
| -72% | -$933K | 0.07% | 168 |
|
|
2023
Q3 | $1.23M | Sell |
11,961
-5,408
| -31% | -$555K | 0.27% | 47 |
|
|
2023
Q2 | $1.85M | Sell |
17,369
-7,327
| -30% | -$782K | 0.39% | 38 |
|
|
2023
Q1 | $2.66M | Sell |
24,696
-1,201
| -5% | -$129K | 0.55% | 30 |
|
|
2022
Q4 | $2.73M | Buy |
+25,897
| New | +$2.73M | 0.59% | 30 |
|
|
2020
Q3 | – | Sell |
-28,102
| Closed | -$3.24M | – | 160 |
|
|
2020
Q2 | $3.24M | Buy |
28,102
+7,798
| +38% | +$900K | 1.09% | 21 |
|
|
2020
Q1 | $2.3M | Buy |
20,304
+13,454
| +196% | +$1.52M | 0.95% | 24 |
|
|
2019
Q4 | $780K | Buy |
6,850
+2,262
| +49% | +$258K | 0.27% | 42 |
|
|
2019
Q3 | $524K | Sell |
4,588
-544
| -11% | -$62.1K | 0.2% | 48 |
|
|
2019
Q2 | $580K | Sell |
5,132
-53
| -1% | -$5.99K | 0.22% | 47 |
|
|
2019
Q1 | $576K | Sell |
5,185
-3,683
| -42% | -$409K | 0.23% | 44 |
|
|
2018
Q4 | $967K | Buy |
8,868
+3,608
| +69% | +$393K | 0.37% | 34 |
|
|
2018
Q3 | $568K | Sell |
5,260
-2,744
| -34% | -$296K | 0.22% | 43 |
|
|
2018
Q2 | $873K | Buy |
8,004
+2,378
| +42% | +$259K | 0.38% | 31 |
|
|
2018
Q1 | $613K | Buy |
5,626
+575
| +11% | +$62.7K | 0.27% | 37 |
|
|
2017
Q4 | $559K | Buy |
+5,051
| New | +$559K | 0.23% | 41 |
|