DWM
Defined 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 | $219K | Buy |
2,096
+32
| +2% | +$3.34K | 0.14% | 106 |
|
|
2025
Q1 | $218K | Buy |
2,064
+72
| +4% | +$7.59K | 0.15% | 104 |
|
|
2024
Q4 | $212K | Buy |
1,992
+97
| +5% | +$10.3K | 0.14% | 105 |
|
|
2024
Q3 | $206K | Buy |
+1,895
| New | +$206K | 0.13% | 107 |
|
|
2023
Q1 | – | Sell |
-3,076
| Closed | -$325K | – | 109 |
|
|
2022
Q4 | $325K | Buy |
+3,076
| New | +$325K | 0.31% | 80 |
|