KWS
Keystone Wealth Services’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 | $1.78M | Sell |
16,995
-1,126
| -6% | -$118K | 0.43% | 54 |
|
|
2025
Q1 | $1.91M | Sell |
18,121
-194
| -1% | -$20.5K | 0.52% | 42 |
|
|
2024
Q4 | $1.95M | Sell |
18,315
-1,435
| -7% | -$153K | 0.52% | 41 |
|
|
2024
Q3 | $2.15M | Sell |
19,750
-702
| -3% | -$76.3K | 0.59% | 38 |
|
|
2024
Q2 | $2.18M | Sell |
20,452
-160
| -0.8% | -$17K | 0.68% | 34 |
|
|
2024
Q1 | $2.22M | Sell |
20,612
-1,904
| -8% | -$205K | 0.72% | 33 |
|
|
2023
Q4 | $2.44M | Sell |
22,516
-3,318
| -13% | -$360K | 0.84% | 27 |
|
|
2023
Q3 | $2.65M | Sell |
25,834
-23
| -0.1% | -$2.36K | 1.01% | 22 |
|
|
2023
Q2 | $2.76M | Sell |
25,857
-923
| -3% | -$98.5K | 1.03% | 22 |
|
|
2023
Q1 | $2.89M | Sell |
26,780
-431
| -2% | -$46.4K | 1.18% | 19 |
|
|
2022
Q4 | $2.87M | Sell |
27,211
-1,896
| -7% | -$200K | 1.25% | 17 |
|
|
2022
Q3 | $2.99M | Sell |
29,107
-7,684
| -21% | -$788K | 1.41% | 17 |
|
|
2022
Q2 | $3.91M | Sell |
36,791
-1,925
| -5% | -$205K | 1.75% | 14 |
|
|
2022
Q1 | $4.25M | Buy |
38,716
+6,384
| +20% | +$700K | 1.68% | 15 |
|
|
2021
Q4 | $3.76M | Buy |
+32,332
| New | +$3.76M | 1.53% | 15 |
|