EWS
Evergreen Wealth Solutions’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 |
-8,316
| Closed | -$886K | – | 115 |
|
|
2024
Q4 | $886K | Sell |
8,316
-4,062
| -33% | -$433K | 0.62% | 32 |
|
|
2024
Q3 | $1.34M | Sell |
12,378
-3,372
| -21% | -$366K | 0.91% | 15 |
|
|
2024
Q2 | $1.68M | Sell |
15,750
-1,406
| -8% | -$150K | 1.19% | 13 |
|
|
2024
Q1 | $1.85M | Buy |
17,156
+185
| +1% | +$19.9K | 1.37% | 9 |
|
|
2023
Q4 | $1.84M | Sell |
16,971
-175
| -1% | -$19K | 1.57% | 11 |
|
|
2023
Q3 | $1.76M | Sell |
17,146
-258
| -1% | -$26.5K | 1.77% | 11 |
|
|
2023
Q2 | $1.86M | Buy |
17,404
+5,585
| +47% | +$596K | 1.87% | 9 |
|
|
2023
Q1 | $1.27M | Buy |
11,819
+1,762
| +18% | +$190K | 1.47% | 22 |
|
|
2022
Q4 | $1.06M | Buy |
10,057
+450
| +5% | +$47.5K | 1.4% | 24 |
|
|
2022
Q3 | $985K | Sell |
9,607
-3,680
| -28% | -$377K | 1.4% | 26 |
|
|
2022
Q2 | $1.41M | Sell |
13,287
-7,349
| -36% | -$782K | 1.73% | 13 |
|
|
2022
Q1 | $2.26M | Buy |
20,636
+3,657
| +22% | +$401K | 2.19% | 8 |
|
|
2021
Q4 | $1.97M | Buy |
+16,979
| New | +$1.97M | 1.79% | 9 |
|