HWMG
Hurlow Wealth Management 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 | $1.23M | Hold |
11,788
| – | – | 0.35% | 36 |
|
|
2025
Q1 | $1.24M | Sell |
11,788
-287
| -2% | -$30.3K | 0.39% | 37 |
|
|
2024
Q4 | $1.29M | Sell |
12,075
-245
| -2% | -$26.1K | 0.4% | 37 |
|
|
2024
Q3 | $1.34M | Buy |
12,320
+95
| +0.8% | +$10.3K | 0.42% | 36 |
|
|
2024
Q2 | $1.3M | Buy |
12,225
+18
| +0.1% | +$1.92K | 0.45% | 34 |
|
|
2024
Q1 | $1.31M | Buy |
12,207
+108
| +0.9% | +$11.6K | 0.46% | 33 |
|
|
2023
Q4 | $1.31M | Buy |
12,099
+3,141
| +35% | +$341K | 0.5% | 32 |
|
|
2023
Q3 | $919K | Buy |
8,958
+284
| +3% | +$29.1K | 0.4% | 35 |
|
|
2023
Q2 | $926K | Buy |
8,674
+225
| +3% | +$24K | 0.4% | 35 |
|
|
2023
Q1 | $910K | Buy |
8,449
+8
| +0.1% | +$862 | 0.42% | 35 |
|
|
2022
Q4 | $891K | Buy |
8,441
+1,333
| +19% | +$141K | 0.46% | 36 |
|
|
2022
Q3 | $729K | Buy |
+7,108
| New | +$729K | 0.43% | 37 |
|