EWA
Evolution 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 | $537K | Hold |
5,143
| – | – | 0.08% | 99 |
|
|
2025
Q1 | $542K | Sell |
5,143
-290
| -5% | -$30.6K | 0.09% | 86 |
|
|
2024
Q4 | $579K | Buy |
5,433
+486
| +10% | +$51.8K | 0.1% | 80 |
|
|
2024
Q3 | $537K | Hold |
4,947
| – | – | 0.1% | 80 |
|
|
2024
Q2 | $527K | Hold |
4,947
| – | – | 0.1% | 78 |
|
|
2024
Q1 | $532K | Hold |
4,947
| – | – | 0.1% | 76 |
|
|
2023
Q4 | $536K | Hold |
4,947
| – | – | 0.11% | 76 |
|
|
2023
Q3 | $507K | Hold |
4,947
| – | – | 0.11% | 74 |
|
|
2023
Q2 | $528K | Hold |
4,947
| – | – | 0.12% | 70 |
|
|
2023
Q1 | $533K | Buy |
+4,947
| New | +$533K | 0.13% | 65 |
|