CWA
Canvas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Buy |
18,187
+588
| +3% | +$60.9K | 0.37% | 50 |
|
|
2025
Q1 | $1.81M | Buy |
17,599
+3,166
| +22% | +$327K | 0.47% | 43 |
|
|
2024
Q4 | $1.54M | Buy |
14,433
+1,437
| +11% | +$153K | 0.39% | 48 |
|
|
2024
Q3 | $1.41M | Buy |
12,996
+1,550
| +14% | +$168K | 0.39% | 44 |
|
|
2024
Q2 | $1.23M | Buy |
11,446
+1,909
| +20% | +$205K | 0.38% | 45 |
|
|
2024
Q1 | $1.01M | Buy |
9,537
+948
| +11% | +$101K | 0.34% | 46 |
|
|
2023
Q4 | $933K | Sell |
8,589
-291
| -3% | -$31.6K | 0.34% | 47 |
|
|
2023
Q3 | $900K | Sell |
8,880
-339
| -4% | -$34.4K | 0.37% | 48 |
|
|
2023
Q2 | $988K | Sell |
9,219
-1,157
| -11% | -$124K | 0.37% | 46 |
|
|
2023
Q1 | $1.11M | Buy |
10,376
+5,104
| +97% | +$545K | 0.47% | 39 |
|
|
2022
Q4 | $570K | Buy |
5,272
+199
| +4% | +$21.5K | 0.24% | 66 |
|
|
2022
Q3 | $516K | Sell |
5,073
-18,969
| -79% | -$1.93M | 0.22% | 67 |
|
|
2022
Q2 | $2.56M | Sell |
24,042
-6,940
| -22% | -$738K | 1.03% | 24 |
|
|
2022
Q1 | $3.3M | Sell |
30,982
-18,283
| -37% | -$1.95M | 1.2% | 18 |
|
|
2021
Q4 | $5.73M | Buy |
49,265
+1,602
| +3% | +$186K | 2.06% | 9 |
|
|
2021
Q3 | $5.54M | Buy |
47,663
+16,219
| +52% | +$1.88M | 2.26% | 11 |
|
|
2021
Q2 | $3.69M | Buy |
31,444
+19,858
| +171% | +$2.33M | 1.65% | 16 |
|
|
2021
Q1 | $1.35M | Buy |
+11,586
| New | +$1.35M | 0.79% | 32 |
|