IWS
Insight Wealth Strategies’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 | $3.81M | Sell |
36,566
-122
| -0.3% | -$12.7K | 0.48% | 70 |
|
|
2025
Q1 | $3.87M | Buy |
36,688
+1,657
| +5% | +$175K | 0.52% | 58 |
|
|
2024
Q4 | $3.73M | Sell |
35,031
-3,608
| -9% | -$384K | 0.5% | 65 |
|
|
2024
Q3 | $4.2M | Buy |
38,639
+3,948
| +11% | +$429K | 0.55% | 47 |
|
|
2024
Q2 | $3.7M | Buy |
34,691
+2,860
| +9% | +$305K | 0.53% | 49 |
|
|
2024
Q1 | $3.43M | Buy |
31,831
+1,554
| +5% | +$167K | 0.5% | 46 |
|
|
2023
Q4 | $3.28M | Buy |
30,277
+2,828
| +10% | +$307K | 0.53% | 35 |
|
|
2023
Q3 | $2.81M | Buy |
27,449
+137
| +0.5% | +$14K | 0.54% | 35 |
|
|
2023
Q2 | $2.92M | Buy |
27,312
+263
| +1% | +$28.1K | 0.56% | 29 |
|
|
2023
Q1 | $2.91M | Buy |
27,049
+186
| +0.7% | +$20K | 0.57% | 27 |
|
|
2022
Q4 | $2.83M | Buy |
26,863
+479
| +2% | +$50.5K | 0.55% | 26 |
|
|
2022
Q3 | $2.81M | Hold |
26,384
| – | – | 0.52% | 27 |
|
|
2022
Q2 | $2.81M | Buy |
26,384
+387
| +1% | +$41.2K | 0.52% | 27 |
|
|
2022
Q1 | $2.85M | Buy |
25,997
+1,040
| +4% | +$114K | 0.42% | 31 |
|
|
2021
Q4 | $2.9M | Sell |
24,957
-837
| -3% | -$97.3K | 0.41% | 32 |
|
|
2021
Q3 | $3M | Buy |
25,794
+538
| +2% | +$62.5K | 0.42% | 31 |
|
|
2021
Q2 | $2.96M | Sell |
25,256
-8,740
| -26% | -$1.02M | 0.42% | 29 |
|
|
2021
Q1 | $3.95M | Buy |
33,996
+245
| +0.7% | +$28.4K | 0.53% | 28 |
|
|
2020
Q4 | $3.96M | Buy |
33,751
+5,584
| +20% | +$655K | 0.67% | 25 |
|
|
2020
Q3 | $3.27M | Sell |
28,167
-1,275
| -4% | -$148K | 0.61% | 26 |
|
|
2020
Q2 | $3.4M | Buy |
29,442
+4,697
| +19% | +$542K | 0.76% | 24 |
|
|
2020
Q1 | $2.8M | Buy |
24,745
+21,006
| +562% | +$2.37M | 0.74% | 23 |
|
|
2019
Q4 | $426K | Sell |
3,739
-709
| -16% | -$80.8K | 0.09% | 146 |
|
|
2019
Q3 | $508K | Buy |
4,448
+890
| +25% | +$102K | 0.12% | 114 |
|
|
2019
Q2 | $402K | Buy |
3,558
+43
| +1% | +$4.86K | 0.1% | 121 |
|
|
2019
Q1 | $391K | Buy |
+3,515
| New | +$391K | 0.11% | 112 |
|