EWA
Etesian 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 | $1.19M | Sell |
11,414
-3,123
| -21% | -$326K | 0.44% | 60 |
|
|
2025
Q1 | $1.53M | Hold |
14,537
| – | – | 0.66% | 45 |
|
|
2024
Q4 | $1.55M | Sell |
14,537
-5,491
| -27% | -$585K | 0.69% | 40 |
|
|
2024
Q3 | $2.18M | Sell |
20,028
-988
| -5% | -$107K | 0.98% | 26 |
|
|
2024
Q2 | $2.24M | Sell |
21,016
-1,167
| -5% | -$124K | 1.26% | 22 |
|
|
2024
Q1 | $2.39M | Sell |
22,183
-1,479
| -6% | -$159K | 1.37% | 19 |
|
|
2023
Q4 | $2.57M | Buy |
23,662
+149
| +0.6% | +$16.2K | 1.54% | 18 |
|
|
2023
Q3 | $2.41M | Sell |
23,513
-960
| -4% | -$98.4K | 1.62% | 16 |
|
|
2023
Q2 | $2.61M | Buy |
24,473
+46
| +0.2% | +$4.91K | 1.7% | 14 |
|
|
2023
Q1 | $2.63M | Sell |
24,427
-7,544
| -24% | -$813K | 1.75% | 14 |
|
|
2022
Q4 | $3.37M | Buy |
+31,971
| New | +$3.37M | 2.46% | 7 |
|