FWA
FSM 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 | $2.8M | Sell |
26,871
-46,683
| -63% | -$4.87M | 0.46% | 40 |
|
|
2025
Q1 | $7.76M | Buy |
73,554
+2,464
| +3% | +$260K | 1.74% | 19 |
|
|
2024
Q4 | $7.53M | Buy |
71,090
+12,523
| +21% | +$1.33M | 1.84% | 18 |
|
|
2024
Q3 | $6.36M | Buy |
58,567
+1,602
| +3% | +$174K | 1.69% | 19 |
|
|
2024
Q2 | $6.07M | Buy |
56,965
+6,810
| +14% | +$726K | 2.03% | 16 |
|
|
2024
Q1 | $5.4M | Buy |
50,155
+11,722
| +30% | +$1.26M | 1.92% | 18 |
|
|
2023
Q4 | $4.17M | Buy |
38,433
+2,879
| +8% | +$312K | 1.77% | 17 |
|
|
2023
Q3 | $3.65M | Buy |
35,554
+824
| +2% | +$84.5K | 1.83% | 17 |
|
|
2023
Q2 | $3.69M | Sell |
34,730
-2,530
| -7% | -$269K | 1.85% | 14 |
|
|
2023
Q1 | $4.01M | Buy |
37,260
+8,748
| +31% | +$943K | 2.33% | 10 |
|
|
2022
Q4 | $3.01M | Buy |
28,512
+11,083
| +64% | +$1.17M | 2.14% | 10 |
|
|
2022
Q3 | $1.79M | Buy |
17,429
+707
| +4% | +$72.5K | 1.49% | 18 |
|
|
2022
Q2 | $1.81M | Buy |
+16,722
| New | +$1.81M | 1.79% | 16 |
|