LWA
Lineweaver 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 | $1.79M | Buy |
17,144
+1,700
| +11% | +$178K | 0.28% | 73 |
|
|
2025
Q1 | $1.63M | Buy |
15,444
+1,253
| +9% | +$132K | 0.28% | 74 |
|
|
2024
Q4 | $1.51M | Buy |
14,191
+1,168
| +9% | +$124K | 0.28% | 70 |
|
|
2024
Q3 | $1.41M | Buy |
13,023
+583
| +5% | +$63.3K | 0.27% | 70 |
|
|
2024
Q2 | $1.33M | Buy |
12,440
+1,760
| +16% | +$188K | 0.27% | 70 |
|
|
2024
Q1 | $1.15M | Buy |
10,680
+2,421
| +29% | +$261K | 0.27% | 72 |
|
|
2023
Q4 | $895K | Buy |
+8,259
| New | +$895K | 0.23% | 79 |
|
|
2021
Q4 | – | Sell |
-1,888
| Closed | -$219K | – | 141 |
|
|
2021
Q3 | $219K | Buy |
1,888
+7
| +0.4% | +$812 | 0.07% | 127 |
|
|
2021
Q2 | $220K | Sell |
1,881
-3,273
| -64% | -$383K | 0.07% | 115 |
|
|
2021
Q1 | $598K | Sell |
5,154
-1,154
| -18% | -$134K | 0.21% | 62 |
|
|
2020
Q4 | $739K | Sell |
6,308
-154
| -2% | -$18K | 0.29% | 42 |
|
|
2020
Q3 | $749K | Buy |
+6,462
| New | +$749K | 0.33% | 38 |
|