JWS
Juncture 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 | $1.67M | Sell |
16,026
-3,190
| -17% | -$333K | 0.59% | 33 |
|
|
2025
Q1 | $2.03M | Sell |
19,216
-953
| -5% | -$100K | 0.79% | 24 |
|
|
2024
Q4 | $2.15M | Sell |
20,169
-5,532
| -22% | -$589K | 0.8% | 21 |
|
|
2024
Q3 | $2.79M | Sell |
25,701
-340
| -1% | -$36.9K | 1.08% | 19 |
|
|
2024
Q2 | $2.77M | Buy |
26,041
+410
| +2% | +$43.7K | 1.16% | 18 |
|
|
2024
Q1 | $2.76M | Sell |
25,631
-1,648
| -6% | -$177K | 1.19% | 19 |
|
|
2023
Q4 | $2.96M | Buy |
27,279
+1,342
| +5% | +$145K | 1.34% | 20 |
|
|
2023
Q3 | $2.66M | Buy |
25,937
+658
| +3% | +$67.5K | 1.3% | 20 |
|
|
2023
Q2 | $2.7M | Buy |
25,279
+3,119
| +14% | +$333K | 1.26% | 22 |
|
|
2023
Q1 | $2.39M | Buy |
22,160
+3,911
| +21% | +$421K | 1.18% | 23 |
|
|
2022
Q4 | $1.93M | Buy |
18,249
+7,800
| +75% | +$823K | 0.92% | 24 |
|
|
2022
Q3 | $1.07M | Buy |
10,449
+3,632
| +53% | +$373K | 0.53% | 36 |
|
|
2022
Q2 | $725K | Sell |
6,817
-8,977
| -57% | -$955K | 0.36% | 52 |
|
|
2022
Q1 | $1.73M | Buy |
15,794
+3,333
| +27% | +$366K | 0.82% | 30 |
|
|
2021
Q4 | $1.45M | Buy |
12,461
+1,334
| +12% | +$155K | 0.69% | 34 |
|
|
2021
Q3 | $1.29M | Buy |
11,127
+76
| +0.7% | +$8.83K | 0.68% | 30 |
|
|
2021
Q2 | $1.3M | Buy |
11,051
+2,577
| +30% | +$302K | 0.75% | 29 |
|
|
2021
Q1 | $984K | Buy |
8,474
+1,605
| +23% | +$186K | 0.62% | 35 |
|
|
2020
Q4 | $805K | Buy |
6,869
+983
| +17% | +$115K | 0.51% | 44 |
|
|
2020
Q3 | $682K | Buy |
5,886
+1,592
| +37% | +$184K | 0.47% | 50 |
|
|
2020
Q2 | $496K | Buy |
4,294
+1,172
| +38% | +$135K | 0.37% | 58 |
|
|
2020
Q1 | $353K | Buy |
3,122
+962
| +45% | +$109K | 0.33% | 70 |
|
|
2019
Q4 | $246K | Buy |
+2,160
| New | +$246K | 0.19% | 91 |
|
|
2019
Q2 | – | Sell |
-2,677
| Closed | -$298K | – | 115 |
|
|
2019
Q1 | $298K | Sell |
2,677
-358
| -12% | -$39.9K | 0.23% | 96 |
|
|
2018
Q4 | $331K | Sell |
3,035
-1,990
| -40% | -$217K | 0.22% | 86 |
|
|
2018
Q3 | $542K | Buy |
5,025
+1,404
| +39% | +$151K | 0.28% | 72 |
|
|
2018
Q2 | $395K | Buy |
3,621
+89
| +3% | +$9.71K | 0.21% | 76 |
|
|
2018
Q1 | $385K | Buy |
3,532
+810
| +30% | +$88.3K | 0.21% | 73 |
|
|
2017
Q4 | $301K | Buy |
2,722
+527
| +24% | +$58.3K | 0.17% | 79 |
|
|
2017
Q3 | $243K | Sell |
2,195
-1,287
| -37% | -$142K | 0.14% | 82 |
|
|
2017
Q2 | $383K | Sell |
3,482
-2,041
| -37% | -$224K | 0.22% | 74 |
|
|
2017
Q1 | $602K | Buy |
5,523
+106
| +2% | +$11.6K | 0.37% | 62 |
|
|
2016
Q4 | $586K | Buy |
+5,417
| New | +$586K | 0.41% | 55 |
|