MWP
Moller Wealth Partners’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 | $7.49M | Buy |
71,699
+4,135
| +6% | +$432K | 1.65% | 20 |
|
|
2025
Q1 | $7.12M | Sell |
67,564
-1,100
| -2% | -$116K | 1.76% | 20 |
|
|
2024
Q4 | $7.32M | Hold |
68,664
| – | – | 1.92% | 18 |
|
|
2024
Q3 | $7.46M | Hold |
68,664
| – | – | 1.86% | 20 |
|
|
2024
Q2 | $7.32M | Hold |
68,664
| – | – | 1.95% | 19 |
|
|
2024
Q1 | $7.39M | Buy |
68,664
+2,300
| +3% | +$247K | 2% | 19 |
|
|
2023
Q4 | $7.19M | Sell |
66,364
-7,757
| -10% | -$841K | 2.03% | 19 |
|
|
2023
Q3 | $7.6M | Sell |
74,121
-898
| -1% | -$92.1K | 2.42% | 17 |
|
|
2023
Q2 | $8.01M | Sell |
75,019
-2,283
| -3% | -$244K | 2.45% | 17 |
|
|
2023
Q1 | $8.33M | Sell |
77,302
-2,286
| -3% | -$246K | 2.57% | 15 |
|
|
2022
Q4 | $8.4M | Buy |
79,588
+65,852
| +479% | +$6.95M | 2.7% | 15 |
|
|
2022
Q3 | $1.41M | Sell |
13,736
-21,261
| -61% | -$2.18M | 0.51% | 27 |
|
|
2022
Q2 | $3.72M | Sell |
34,997
-102,944
| -75% | -$10.9M | 1.26% | 23 |
|
|
2022
Q1 | $15.1M | Buy |
+137,941
| New | +$15.1M | 4.7% | 8 |
|
|
2020
Q3 | – | Sell |
-1,925
| Closed | -$222K | – | 48 |
|
|
2020
Q2 | $222K | Sell |
1,925
-175
| -8% | -$20.2K | 0.1% | 46 |
|
|
2020
Q1 | $237K | Buy |
+2,100
| New | +$237K | 0.12% | 42 |
|