GWP
Gateway 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 | $466K | Sell |
4,457
-123
| -3% | -$12.9K | 0.09% | 207 |
|
|
2025
Q1 | $483K | Buy |
4,580
+1,666
| +57% | +$176K | 0.11% | 184 |
|
|
2024
Q4 | $310K | Buy |
2,914
+58
| +2% | +$6.18K | 0.08% | 225 |
|
|
2024
Q3 | $310K | Buy |
2,856
+534
| +23% | +$58K | 0.09% | 208 |
|
|
2024
Q2 | $247K | Sell |
2,322
-241
| -9% | -$25.7K | 0.07% | 228 |
|
|
2024
Q1 | $276K | Buy |
+2,563
| New | +$276K | 0.1% | 182 |
|
|
2023
Q4 | – | Sell |
-2,983
| Closed | -$306K | – | 254 |
|
|
2023
Q3 | $306K | Buy |
+2,983
| New | +$306K | 0.06% | 193 |
|