KSWA
Kathleen S. Wright Associates’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 | $185K | Sell |
1,766
-445
| -20% | -$46.5K | 0.07% | 110 |
|
|
2025
Q1 | $233K | Buy |
2,211
+109
| +5% | +$11.5K | 0.1% | 104 |
|
|
2024
Q4 | $224K | Sell |
2,102
-3
| -0.1% | -$320 | 0.09% | 108 |
|
|
2024
Q3 | $229K | Buy |
2,105
+78
| +4% | +$8.47K | 0.09% | 107 |
|
|
2024
Q2 | $216K | Buy |
2,027
+14
| +0.7% | +$1.49K | 0.1% | 105 |
|
|
2024
Q1 | $217K | Buy |
2,013
+1
| +0% | +$108 | 0.1% | 100 |
|
|
2023
Q4 | $218K | Buy |
2,012
+545
| +37% | +$59.1K | 0.11% | 95 |
|
|
2023
Q3 | $150K | Hold |
1,467
| – | – | 0.08% | 100 |
|
|
2023
Q2 | $157K | Sell |
1,467
-163
| -10% | -$17.4K | 0.1% | 82 |
|
|
2023
Q1 | $176K | Sell |
1,630
-80
| -5% | -$8.62K | 0.12% | 80 |
|
|
2022
Q4 | $180K | Sell |
1,710
-75
| -4% | -$7.9K | 0.12% | 87 |
|
|
2022
Q3 | $183K | Buy |
1,785
+877
| +97% | +$89.9K | 0.15% | 81 |
|
|
2022
Q2 | $97K | Buy |
908
+412
| +83% | +$44K | 0.08% | 91 |
|
|
2022
Q1 | $54K | Buy |
496
+94
| +23% | +$10.2K | 0.04% | 104 |
|
|
2021
Q4 | $47K | Buy |
+402
| New | +$47K | 0.03% | 103 |
|