MAWA
Moss Adams 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 | $2.38M | Sell |
22,749
-8,545
| -27% | -$893K | 0.22% | 43 |
|
|
2025
Q1 | $3.3M | Sell |
31,294
-52,441
| -63% | -$5.53M | 0.35% | 26 |
|
|
2024
Q4 | $8.92M | Buy |
83,735
+1,231
| +1% | +$131K | 0.94% | 14 |
|
|
2024
Q3 | $8.96M | Buy |
82,504
+1,297
| +2% | +$141K | 0.98% | 15 |
|
|
2024
Q2 | $8.65M | Buy |
81,207
+58,612
| +259% | +$6.25M | 1.19% | 12 |
|
|
2024
Q1 | $2.43M | Sell |
22,595
-119,043
| -84% | -$12.8M | 0.39% | 26 |
|
|
2023
Q4 | $15.4M | Buy |
141,638
+127,987
| +938% | +$13.9M | 3.2% | 6 |
|
|
2023
Q3 | $1.4M | Sell |
13,651
-2,516
| -16% | -$258K | 0.48% | 22 |
|
|
2023
Q2 | $1.73M | Buy |
16,167
+5,814
| +56% | +$621K | 0.56% | 22 |
|
|
2023
Q1 | $1.12M | Sell |
10,353
-1,634
| -14% | -$176K | 0.38% | 25 |
|
|
2022
Q4 | $1.26M | Buy |
+11,987
| New | +$1.26M | 0.63% | 29 |
|