IWA
IBEX 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 | $1.02M | Sell |
9,760
-514
| -5% | -$53.7K | 0.11% | 103 |
|
|
2025
Q1 | $1.08M | Sell |
10,274
-10,031
| -49% | -$1.06M | 0.14% | 100 |
|
|
2024
Q4 | $2.16M | Buy |
+20,305
| New | +$2.16M | 0.25% | 79 |
|
|
2023
Q1 | – | Sell |
-11,411
| Closed | -$1.2M | – | 136 |
|
|
2022
Q4 | $1.2M | Sell |
11,411
-541
| -5% | -$57.1K | 0.27% | 85 |
|
|
2022
Q3 | $1.23M | Sell |
11,952
-119
| -1% | -$12.2K | 0.32% | 80 |
|
|
2022
Q2 | $1.28M | Sell |
12,071
-1,127
| -9% | -$120K | 0.3% | 89 |
|
|
2022
Q1 | $1.45M | Sell |
13,198
-115
| -0.9% | -$12.6K | 0.28% | 93 |
|
|
2021
Q4 | $1.55M | Sell |
13,313
-505
| -4% | -$58.7K | 0.27% | 100 |
|
|
2021
Q3 | $1.61M | Sell |
13,818
-3,067
| -18% | -$356K | 0.31% | 99 |
|
|
2021
Q2 | $1.98M | Sell |
16,885
-1,515
| -8% | -$178K | 0.4% | 86 |
|
|
2021
Q1 | $2.14M | Buy |
18,400
+78
| +0.4% | +$9.05K | 0.53% | 73 |
|
|
2020
Q4 | $2.15M | Buy |
18,322
+2,807
| +18% | +$329K | 0.56% | 68 |
|
|
2020
Q3 | $1.8M | Buy |
15,515
+466
| +3% | +$54K | 0.52% | 67 |
|
|
2020
Q2 | $1.74M | Buy |
15,049
+419
| +3% | +$48.3K | 0.56% | 69 |
|
|
2020
Q1 | $1.65M | Buy |
14,630
+1,290
| +10% | +$146K | 0.64% | 66 |
|
|
2019
Q4 | $1.52M | Buy |
13,340
+1,121
| +9% | +$128K | 0.47% | 76 |
|
|
2019
Q3 | $1.39M | Buy |
12,219
+297
| +2% | +$33.9K | 0.46% | 79 |
|
|
2019
Q2 | $1.35M | Sell |
11,922
-198
| -2% | -$22.4K | 0.39% | 95 |
|
|
2019
Q1 | $1.35M | Buy |
12,120
+2,070
| +21% | +$230K | 0.47% | 83 |
|
|
2018
Q4 | $1.1M | Sell |
10,050
-27
| -0.3% | -$2.94K | 0.5% | 54 |
|
|
2018
Q3 | $1.09M | Sell |
10,077
-1,148
| -10% | -$124K | 0.39% | 72 |
|
|
2018
Q2 | $1.22M | Hold |
11,225
| – | – | 0.49% | 71 |
|
|
2018
Q1 | $1.22M | Buy |
+11,225
| New | +$1.22M | 0.49% | 70 |
|
|
2017
Q1 | – | Sell |
-75
| Closed | -$8K | – | 258 |
|
|
2016
Q4 | $8K | Buy |
+75
| New | +$8K | ﹤0.01% | 321 |
|