FWP
Firethorn Wealth Partners’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 | $424K | Sell |
4,060
-1,026
| -20% | -$107K | 0.18% | 112 |
|
|
2025
Q1 | $536K | Buy |
5,086
+358
| +8% | +$37.8K | 0.26% | 87 |
|
|
2024
Q4 | $504K | Sell |
4,728
-836
| -15% | -$89.1K | 0.25% | 86 |
|
|
2024
Q3 | $604K | Buy |
5,564
+459
| +9% | +$49.9K | 0.31% | 75 |
|
|
2024
Q2 | $544K | Sell |
5,105
-166
| -3% | -$17.7K | 0.31% | 73 |
|
|
2024
Q1 | $567K | Buy |
5,271
+1,152
| +28% | +$124K | 0.33% | 67 |
|
|
2023
Q4 | $447K | Sell |
4,119
-6,938
| -63% | -$752K | 0.29% | 70 |
|
|
2023
Q3 | $1.13M | Buy |
11,057
+5,794
| +110% | +$594K | 0.87% | 27 |
|
|
2023
Q2 | $562K | Sell |
5,263
-923
| -15% | -$98.5K | 0.42% | 47 |
|
|
2023
Q1 | $659K | Buy |
6,186
+1,113
| +22% | +$119K | 0.51% | 38 |
|
|
2022
Q4 | $535K | Buy |
5,073
+106
| +2% | +$11.2K | 0.45% | 51 |
|
|
2022
Q3 | $509K | Sell |
4,967
-7,069
| -59% | -$724K | 0.47% | 50 |
|
|
2022
Q2 | $1.31M | Sell |
12,036
-570
| -5% | -$61.8K | 1.06% | 18 |
|
|
2022
Q1 | $1.38M | Buy |
12,606
+1,241
| +11% | +$136K | 1.05% | 18 |
|
|
2021
Q4 | $1.32M | Buy |
+11,365
| New | +$1.32M | 0.99% | 19 |
|
|
2021
Q2 | $1.73M | Buy |
14,720
+384
| +3% | +$45K | 1.44% | 17 |
|
|
2021
Q1 | $1.66M | Buy |
14,336
+1,762
| +14% | +$205K | 1.55% | 12 |
|
|
2020
Q4 | $1.47M | Buy |
+12,574
| New | +$1.47M | 1.59% | 18 |
|