FWA
FOCUS 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 | $451K | Hold |
4,313
| – | – | 0.23% | 46 |
|
|
2025
Q1 | $455K | Hold |
4,313
| – | – | 0.25% | 45 |
|
|
2024
Q4 | $460K | Hold |
4,313
| – | – | 0.24% | 46 |
|
|
2024
Q3 | $469K | Hold |
4,313
| – | – | 0.23% | 47 |
|
|
2024
Q2 | $460K | Hold |
4,313
| – | – | 0.24% | 47 |
|
|
2024
Q1 | $464K | Hold |
4,313
| – | – | 0.25% | 45 |
|
|
2023
Q4 | $468K | Sell |
4,313
-3,970
| -48% | -$430K | 0.3% | 44 |
|
|
2023
Q3 | $849K | Sell |
8,283
-3,458
| -29% | -$355K | 0.59% | 36 |
|
|
2023
Q2 | $1.25M | Buy |
11,741
+22
| +0.2% | +$2.35K | 0.85% | 34 |
|
|
2023
Q1 | $1.26M | Sell |
11,719
-538
| -4% | -$58K | 0.83% | 33 |
|
|
2022
Q4 | $1.29M | Sell |
12,257
-2,458
| -17% | -$259K | 0.89% | 33 |
|
|
2022
Q3 | $1.51M | Buy |
14,715
+8
| +0.1% | +$820 | 1.07% | 26 |
|
|
2022
Q2 | $1.56M | Hold |
14,707
| – | – | 1.07% | 23 |
|
|
2022
Q1 | $1.61M | Sell |
14,707
-2,565
| -15% | -$281K | 0.96% | 26 |
|
|
2021
Q4 | $2.01M | Hold |
17,272
| – | – | 1.2% | 21 |
|
|
2021
Q3 | $2.01M | Buy |
17,272
+3,970
| +30% | +$461K | 1.36% | 19 |
|
|
2021
Q2 | $1.56M | Sell |
13,302
-1,118
| -8% | -$131K | 1.09% | 24 |
|
|
2021
Q1 | $1.67M | Buy |
14,420
+1,281
| +10% | +$149K | 1.23% | 21 |
|
|
2020
Q4 | $1.54M | Buy |
+13,139
| New | +$1.54M | 1.19% | 20 |
|