GFWA
Grey Fox 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 | $1.83M | Sell |
17,556
-5,882
| -25% | -$615K | 0.44% | 39 |
|
|
2025
Q1 | $2.47M | Sell |
23,438
-2,758
| -11% | -$291K | 0.66% | 27 |
|
|
2024
Q4 | $2.79M | Buy |
26,196
+2,319
| +10% | +$247K | 0.77% | 24 |
|
|
2024
Q3 | $2.59M | Buy |
23,877
+4,304
| +22% | +$468K | 0.72% | 26 |
|
|
2024
Q2 | $2.09M | Sell |
19,573
-282
| -1% | -$30K | 0.73% | 24 |
|
|
2024
Q1 | $2.14M | Buy |
19,855
+2,127
| +12% | +$229K | 0.8% | 25 |
|
|
2023
Q4 | $1.92M | Sell |
17,728
-55
| -0.3% | -$5.96K | 0.84% | 25 |
|
|
2023
Q3 | $1.82M | Sell |
17,783
-13,228
| -43% | -$1.36M | 0.91% | 26 |
|
|
2023
Q2 | $3.31M | Buy |
31,011
+2,622
| +9% | +$280K | 1.7% | 15 |
|
|
2023
Q1 | $3.06M | Sell |
28,389
-5,442
| -16% | -$586K | 1.81% | 14 |
|
|
2022
Q4 | $3.57M | Buy |
+33,831
| New | +$3.57M | 2.36% | 10 |
|