GWSA
Global Wealth Strategies & Associates’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 | $9.89M | Buy |
94,613
+4,512
| +5% | +$471K | 2.83% | 9 |
|
|
2025
Q1 | $9.5M | Buy |
90,101
+13,827
| +18% | +$1.46M | 2.88% | 10 |
|
|
2024
Q4 | $8.13M | Buy |
76,274
+4,621
| +6% | +$492K | 2.54% | 9 |
|
|
2024
Q3 | $7.78M | Buy |
71,653
+3,793
| +6% | +$412K | 2.56% | 9 |
|
|
2024
Q2 | $7.23M | Buy |
67,860
+10,158
| +18% | +$1.08M | 2.59% | 10 |
|
|
2024
Q1 | $6.21M | Buy |
57,702
+4,797
| +9% | +$516K | 2.33% | 10 |
|
|
2023
Q4 | $5.74M | Buy |
52,905
+16,056
| +44% | +$1.74M | 2.39% | 9 |
|
|
2023
Q3 | $3.78M | Buy |
36,849
+1,913
| +5% | +$196K | 1.76% | 17 |
|
|
2023
Q2 | $3.73M | Buy |
34,936
+1,062
| +3% | +$113K | 1.75% | 17 |
|
|
2023
Q1 | $3.65M | Buy |
33,874
+4,412
| +15% | +$475K | 1.88% | 17 |
|
|
2022
Q4 | $3.11M | Buy |
+29,462
| New | +$3.11M | 1.8% | 20 |
|