OPWM
Oakwell Private Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-71,164
| Closed | -$7.58M | – | 73 |
|
|
2024
Q4 | $7.58M | Sell |
71,164
-917
| -1% | -$97.7K | 2.13% | 10 |
|
|
2024
Q3 | $7.83M | Sell |
72,081
-2,457
| -3% | -$267K | 2.25% | 9 |
|
|
2024
Q2 | $7.94M | Buy |
74,538
+3
| +0% | +$320 | 2.24% | 9 |
|
|
2024
Q1 | $8.02M | Buy |
74,535
+2,081
| +3% | +$224K | 2.44% | 9 |
|
|
2023
Q4 | $7.85M | Sell |
72,454
-704
| -1% | -$76.3K | 2.75% | 8 |
|
|
2023
Q3 | $7.5M | Sell |
73,158
-21,770
| -23% | -$2.23M | 3.18% | 7 |
|
|
2023
Q2 | $10.1M | Sell |
94,928
-3,098
| -3% | -$331K | 4.24% | 6 |
|
|
2023
Q1 | $10.6M | Sell |
98,026
-19,043
| -16% | -$2.05M | 4.81% | 6 |
|
|
2022
Q4 | $12.4M | Buy |
117,069
+38,838
| +50% | +$4.1M | 5.9% | 4 |
|
|
2022
Q3 | $8.03M | Buy |
78,231
+54,237
| +226% | +$5.56M | 4.44% | 6 |
|
|
2022
Q2 | $2.55M | Sell |
23,994
-4,091
| -15% | -$435K | 1.46% | 15 |
|
|
2022
Q1 | $3.08M | Buy |
28,085
+1,019
| +4% | +$112K | 1.55% | 14 |
|
|
2021
Q4 | $3.15M | Sell |
27,066
-1,295
| -5% | -$151K | 1.57% | 15 |
|
|
2021
Q3 | $3.3M | Sell |
28,361
-5,403
| -16% | -$628K | 1.78% | 13 |
|
|
2021
Q2 | $3.96M | Sell |
33,764
-12,971
| -28% | -$1.52M | 2.54% | 10 |
|
|
2021
Q1 | $5.42M | Buy |
46,735
+10,666
| +30% | +$1.24M | 3.84% | 8 |
|
|
2020
Q4 | $4.23M | Buy |
+36,069
| New | +$4.23M | 3.32% | 9 |
|