HNWAG
High Net Worth Advisory Group’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 | $564K | Sell |
5,402
-2,174
| -29% | -$227K | 0.15% | 123 |
|
|
2025
Q1 | $799K | Buy |
7,576
+413
| +6% | +$43.6K | 0.23% | 97 |
|
|
2024
Q4 | $763K | Buy |
7,163
+22
| +0.3% | +$2.34K | 0.21% | 99 |
|
|
2024
Q3 | $776K | Buy |
7,141
+15
| +0.2% | +$1.63K | 0.21% | 98 |
|
|
2024
Q2 | $759K | Sell |
7,126
-258
| -3% | -$27.5K | 0.23% | 92 |
|
|
2024
Q1 | $795K | Buy |
7,384
+284
| +4% | +$30.6K | 0.25% | 87 |
|
|
2023
Q4 | $770K | Hold |
7,100
| – | – | 0.29% | 83 |
|
|
2023
Q3 | $728K | Hold |
7,100
| – | – | 0.29% | 83 |
|
|
2023
Q2 | $758K | Hold |
7,100
| – | – | 0.29% | 84 |
|
|
2023
Q1 | $765K | Hold |
7,100
| – | – | 0.31% | 83 |
|
|
2022
Q4 | $749K | Hold |
7,100
| – | – | 0.29% | 86 |
|
|
2022
Q3 | $728K | Sell |
7,100
-1,500
| -17% | -$154K | 0.31% | 79 |
|
|
2022
Q2 | $915K | Buy |
8,600
+1,650
| +24% | +$176K | 0.38% | 63 |
|
|
2022
Q1 | $762K | Hold |
6,950
| – | – | 0.28% | 83 |
|
|
2021
Q4 | $808K | Buy |
+6,950
| New | +$808K | 0.28% | 73 |
|