CWM
Collaborative 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 | $399K | Sell |
3,819
-373
| -9% | -$39K | 0.17% | 113 |
|
|
2025
Q1 | $442K | Buy |
4,192
+103
| +3% | +$10.9K | 0.21% | 97 |
|
|
2024
Q4 | $436K | Sell |
4,089
-603
| -13% | -$64.3K | 0.2% | 107 |
|
|
2024
Q3 | $510K | Buy |
4,692
+622
| +15% | +$67.6K | 0.23% | 93 |
|
|
2024
Q2 | $434K | Buy |
4,070
+40
| +1% | +$4.26K | 0.21% | 99 |
|
|
2024
Q1 | $434K | Buy |
4,030
+495
| +14% | +$53.3K | 0.22% | 98 |
|
|
2023
Q4 | $383K | Sell |
3,535
-1,782
| -34% | -$193K | 0.21% | 98 |
|
|
2023
Q3 | $545K | Sell |
5,317
-6,576
| -55% | -$674K | 0.33% | 77 |
|
|
2023
Q2 | $1.27M | Buy |
11,893
+317
| +3% | +$33.8K | 0.76% | 32 |
|
|
2023
Q1 | $1.25M | Sell |
11,576
-80
| -0.7% | -$8.62K | 0.79% | 34 |
|
|
2022
Q4 | $1.23M | Buy |
11,656
+391
| +3% | +$41.3K | 0.81% | 40 |
|
|
2022
Q3 | $1.16M | Sell |
11,265
-451
| -4% | -$46.3K | 0.82% | 38 |
|
|
2022
Q2 | $1.25M | Buy |
+11,716
| New | +$1.25M | 0.82% | 38 |
|
|
2021
Q4 | $1.39M | Buy |
+11,907
| New | +$1.39M | 0.76% | 36 |
|
|
2021
Q1 | $1.31M | Buy |
+11,930
| New | +$1.31M | 0.75% | 36 |
|