EWA
EverSource 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 | $837K | Sell |
8,011
-5,052
| -39% | -$528K | 0.04% | 319 |
|
|
2025
Q1 | $1.38M | Sell |
13,063
-6,739
| -34% | -$711K | 0.08% | 196 |
|
|
2024
Q4 | $2.11M | Sell |
19,802
-802
| -4% | -$85.5K | 0.12% | 141 |
|
|
2024
Q3 | $2.24M | Buy |
20,604
+187
| +0.9% | +$20.3K | 0.14% | 130 |
|
|
2024
Q2 | $2.2M | Buy |
20,417
+3,778
| +23% | +$407K | 0.15% | 125 |
|
|
2024
Q1 | $1.77M | Buy |
16,639
+9,446
| +131% | +$1M | 0.14% | 130 |
|
|
2023
Q4 | $780K | Buy |
7,193
+435
| +6% | +$47.2K | 0.07% | 190 |
|
|
2023
Q3 | $693K | Buy |
6,758
+822
| +14% | +$84.3K | 0.07% | 191 |
|
|
2023
Q2 | $634K | Buy |
5,936
+475
| +9% | +$50.7K | 0.07% | 206 |
|
|
2023
Q1 | $588K | Sell |
5,461
-934
| -15% | -$101K | 0.07% | 197 |
|
|
2022
Q4 | $675K | Buy |
6,395
+4,844
| +312% | +$511K | 0.1% | 162 |
|
|
2022
Q3 | $159K | Sell |
1,551
-300
| -16% | -$30.8K | 0.04% | 330 |
|
|
2022
Q2 | $196K | Sell |
1,851
-3,645
| -66% | -$386K | 0.05% | 260 |
|
|
2022
Q1 | $603K | Sell |
5,496
-457
| -8% | -$50.1K | 0.15% | 130 |
|
|
2021
Q4 | $692K | Buy |
+5,953
| New | +$692K | 0.19% | 90 |
|