GIA
Goodwin Investment Advisory’s iShares National Muni Bond ETF MUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,601
| Closed | -$810K | – | 33 |
|
|
2024
Q4 | $810K | Buy |
7,601
+2,475
| +48% | +$264K | 0.42% | 23 |
|
|
2024
Q3 | $557K | Sell |
5,126
-86
| -2% | -$9.34K | 0.24% | 22 |
|
|
2024
Q2 | $555K | Buy |
+5,212
| New | +$555K | 0.25% | 22 |
|
|
2022
Q2 | – | Sell |
-10
| Closed | -$1K | – | 205 |
|
|
2022
Q1 | $1K | Sell |
10
-7,062
| -100% | -$706K | ﹤0.01% | 198 |
|
|
2021
Q4 | $823K | Sell |
7,072
-12,909
| -65% | -$1.5M | 0.62% | 16 |
|
|
2021
Q3 | $2.32M | Buy |
19,981
+19,362
| +3,128% | +$2.25M | 2.25% | 9 |
|
|
2021
Q2 | $73K | Hold |
619
| – | – | 0.08% | 49 |
|
|
2021
Q1 | $72K | Hold |
619
| – | – | 0.08% | 46 |
|
|
2020
Q4 | $73K | Buy |
+619
| New | +$73K | 0.09% | 40 |
|