JWA
JFS 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 | $40M | Sell |
383,282
-116,418
| -23% | -$12.2M | 2.55% | 9 |
|
|
2025
Q1 | $52.7M | Buy |
499,700
+3,711
| +0.7% | +$391K | 3.57% | 7 |
|
|
2024
Q4 | $52.8M | Buy |
495,989
+30,600
| +7% | +$3.26M | 3.61% | 6 |
|
|
2024
Q3 | $50.6M | Buy |
465,389
+31,475
| +7% | +$3.42M | 3.38% | 6 |
|
|
2024
Q2 | $46.2M | Sell |
433,914
-486
| -0.1% | -$51.8K | 3.65% | 6 |
|
|
2024
Q1 | $46.7M | Buy |
434,400
+5,310
| +1% | +$571K | 3.71% | 6 |
|
|
2023
Q4 | $46.5M | Buy |
429,090
+12,435
| +3% | +$1.35M | 3.95% | 6 |
|
|
2023
Q3 | $42.7M | Sell |
416,655
-11,024
| -3% | -$1.13M | 4.03% | 5 |
|
|
2023
Q2 | $45.6M | Buy |
427,679
+8,408
| +2% | +$897K | 4.11% | 6 |
|
|
2023
Q1 | $45.2M | Sell |
419,271
-1,066
| -0.3% | -$115K | 4.26% | 6 |
|
|
2022
Q4 | $44.4M | Buy |
420,337
+1,458
| +0.3% | +$154K | 4.34% | 5 |
|
|
2022
Q3 | $43M | Sell |
418,879
-49,454
| -11% | -$5.07M | 4.71% | 5 |
|
|
2022
Q2 | $49.8M | Buy |
468,333
+224,322
| +92% | +$23.9M | 5.26% | 4 |
|
|
2022
Q1 | $26.8M | Buy |
244,011
+148,380
| +155% | +$16.3M | 2.53% | 9 |
|
|
2021
Q4 | $11.1M | Sell |
95,631
-2,141
| -2% | -$249K | 1.05% | 18 |
|
|
2021
Q3 | $11.4M | Buy |
97,772
+1,715
| +2% | +$199K | 1.17% | 17 |
|
|
2021
Q2 | $11.3M | Buy |
96,057
+7,072
| +8% | +$829K | 1.68% | 12 |
|
|
2021
Q1 | $10.3M | Buy |
88,985
+569
| +0.6% | +$66K | 2.11% | 10 |
|
|
2020
Q4 | $10.4M | Buy |
88,416
+3,402
| +4% | +$399K | 2.18% | 10 |
|
|
2020
Q3 | $9.86M | Sell |
85,014
-1,111
| -1% | -$129K | 2.34% | 10 |
|
|
2020
Q2 | $9.94M | Sell |
86,125
-1,431
| -2% | -$165K | 2.58% | 9 |
|
|
2020
Q1 | $9.9M | Sell |
87,556
-3,223
| -4% | -$364K | 2.97% | 8 |
|
|
2019
Q4 | $10.3M | Sell |
90,779
-972
| -1% | -$111K | 2.55% | 9 |
|
|
2019
Q3 | $10.5M | Sell |
91,751
-5,907
| -6% | -$674K | 2.67% | 9 |
|
|
2019
Q2 | $11M | Sell |
97,658
-813
| -0.8% | -$91.9K | 2.8% | 9 |
|
|
2019
Q1 | $10.9M | Sell |
98,471
-9,063
| -8% | -$1.01M | 2.85% | 9 |
|
|
2018
Q4 | $11.7M | Buy |
107,534
+59,919
| +126% | +$6.53M | 3.14% | 6 |
|
|
2018
Q3 | $5.14M | Sell |
47,615
-5,900
| -11% | -$637K | 1.32% | 19 |
|
|
2018
Q2 | $5.84M | Hold |
53,515
| – | – | 1.54% | 16 |
|
|
2018
Q1 | $5.83M | Hold |
53,515
| – | – | 1.54% | 17 |
|
|
2017
Q4 | $5.93M | Buy |
53,515
+32,770
| +158% | +$3.63M | 1.45% | 19 |
|
|
2017
Q3 | $2.3M | Buy |
20,745
+132
| +0.6% | +$14.6K | 0.59% | 41 |
|
|
2017
Q2 | $2.27M | Sell |
20,613
-24,592
| -54% | -$2.71M | 0.62% | 41 |
|
|
2017
Q1 | $4.89M | Hold |
45,205
| – | – | 1.32% | 20 |
|
|
2016
Q4 | $4.89M | Buy |
45,205
+40,035
| +774% | +$4.33M | 1.32% | 20 |
|
|
2016
Q3 | $583K | Hold |
5,170
| – | – | 0.17% | 80 |
|
|
2016
Q2 | $589K | Hold |
5,170
| – | – | 0.16% | 85 |
|
|
2016
Q1 | $577K | Hold |
5,170
| – | – | 0.17% | 80 |
|
|
2015
Q4 | $572K | Buy |
+5,170
| New | +$572K | 0.16% | 81 |
|