FWM
ForthRight Wealth Management’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 | $987K | Sell |
9,442
-5,298
| -36% | -$554K | 0.31% | 31 |
|
|
2025
Q1 | $1.55M | Sell |
14,740
-367
| -2% | -$38.7K | 0.52% | 26 |
|
|
2024
Q4 | $1.61M | Sell |
15,107
-997
| -6% | -$106K | 0.54% | 27 |
|
|
2024
Q3 | $1.75M | Sell |
16,104
-4,936
| -23% | -$536K | 0.58% | 27 |
|
|
2024
Q2 | $2.24M | Sell |
21,040
-8,702
| -29% | -$927K | 0.81% | 22 |
|
|
2024
Q1 | $3.2M | Sell |
29,742
-70
| -0.2% | -$7.53K | 1.15% | 18 |
|
|
2023
Q4 | $3.23M | Buy |
29,812
+5,220
| +21% | +$566K | 1.25% | 18 |
|
|
2023
Q3 | $2.52M | Sell |
24,592
-110
| -0.4% | -$11.3K | 1.09% | 19 |
|
|
2023
Q2 | $2.64M | Sell |
24,702
-46,059
| -65% | -$4.92M | 1.1% | 18 |
|
|
2023
Q1 | $7.62M | Sell |
70,761
-6,715
| -9% | -$723K | 3.49% | 9 |
|
|
2022
Q4 | $8.18M | Buy |
77,476
+16,659
| +27% | +$1.76M | 4.18% | 8 |
|
|
2022
Q3 | $6.24M | Sell |
60,817
-60,796
| -50% | -$6.24M | 3.66% | 9 |
|
|
2022
Q2 | $12.9M | Buy |
+121,613
| New | +$12.9M | 7.19% | 5 |
|