DWM
Dogwood 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 | $6.11M | Sell |
58,649
-2,126
| -3% | -$221K | 2.98% | 10 |
|
|
2025
Q1 | $6.41M | Sell |
60,775
-104
| -0.2% | -$11K | 3.37% | 8 |
|
|
2024
Q4 | $6.49M | Sell |
60,879
-225
| -0.4% | -$24K | 3.43% | 7 |
|
|
2024
Q3 | $6.64M | Sell |
61,104
-475
| -0.8% | -$51.6K | 3.82% | 7 |
|
|
2024
Q2 | $6.56M | Buy |
61,579
+378
| +0.6% | +$40.3K | 4.04% | 7 |
|
|
2024
Q1 | $6.59M | Buy |
61,201
+26,039
| +74% | +$2.8M | 4.45% | 4 |
|
|
2023
Q4 | $3.81M | Buy |
+35,162
| New | +$3.81M | 2.98% | 10 |
|