EWA
ERTS 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
Q1 | – | Sell |
-2,538
| Closed | -$270K | – | 84 |
|
|
2024
Q4 | $270K | Sell |
2,538
-146
| -5% | -$15.6K | 0.05% | 75 |
|
|
2024
Q3 | $292K | Sell |
2,684
-111
| -4% | -$12.1K | 0.05% | 79 |
|
|
2024
Q2 | $298K | Sell |
2,795
-582
| -17% | -$62K | 0.06% | 73 |
|
|
2024
Q1 | $363K | Sell |
3,377
-514
| -13% | -$55.3K | 0.07% | 63 |
|
|
2023
Q4 | $422K | Sell |
3,891
-6,259
| -62% | -$679K | 0.09% | 51 |
|
|
2023
Q3 | $1.04M | Buy |
10,150
+884
| +10% | +$90.6K | 0.25% | 27 |
|
|
2023
Q2 | $989K | Buy |
9,266
+203
| +2% | +$21.7K | 0.23% | 28 |
|
|
2023
Q1 | $976K | Sell |
9,063
-3,690
| -29% | -$398K | 0.24% | 30 |
|
|
2022
Q4 | $1.35M | Sell |
12,753
-8,717
| -41% | -$920K | 0.35% | 30 |
|
|
2022
Q3 | $2.2M | Buy |
21,470
+833
| +4% | +$85.4K | 0.62% | 18 |
|
|
2022
Q2 | $2.2M | Sell |
20,637
-7,930
| -28% | -$843K | 0.62% | 17 |
|
|
2022
Q1 | $3.13M | Sell |
28,567
-2,578
| -8% | -$283K | 0.88% | 14 |
|
|
2021
Q4 | $3.62M | Sell |
31,145
-1,356
| -4% | -$158K | 0.86% | 16 |
|
|
2021
Q3 | $3.78M | Sell |
32,501
-4,045
| -11% | -$470K | 0.99% | 15 |
|
|
2021
Q2 | $4.28M | Sell |
36,546
-36,966
| -50% | -$4.33M | 1.16% | 13 |
|
|
2021
Q1 | $8.53M | Sell |
73,512
-4,425
| -6% | -$514K | 2.53% | 12 |
|
|
2020
Q4 | $9.13M | Buy |
77,937
+10,589
| +16% | +$1.24M | 2.97% | 11 |
|
|
2020
Q3 | $7.81M | Buy |
67,348
+9,704
| +17% | +$1.13M | 2.94% | 13 |
|
|
2020
Q2 | $6.65M | Buy |
57,644
+9,511
| +20% | +$1.1M | 2.69% | 14 |
|
|
2020
Q1 | $5.44M | Buy |
48,133
+20,902
| +77% | +$2.36M | 2.63% | 14 |
|
|
2019
Q4 | $3.1M | Buy |
27,231
+5,292
| +24% | +$603K | 1.4% | 11 |
|
|
2019
Q3 | $2.5M | Buy |
21,939
+6,569
| +43% | +$749K | 1.27% | 11 |
|
|
2019
Q2 | $1.74M | Buy |
15,370
+2,431
| +19% | +$275K | 0.96% | 18 |
|
|
2019
Q1 | $1.44M | Buy |
12,939
+7,639
| +144% | +$850K | 0.86% | 18 |
|
|
2018
Q4 | $578K | Buy |
+5,300
| New | +$578K | 0.41% | 36 |
|