OCPWS
One Charles Private 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 | $266K | Sell |
2,550
-209
| -8% | -$21.8K | 0.07% | 131 |
|
|
2025
Q1 | $291K | Buy |
2,759
+209
| +8% | +$22K | 0.09% | 111 |
|
|
2024
Q4 | $272K | Buy |
+2,550
| New | +$272K | 0.09% | 116 |
|
|
2024
Q1 | – | Sell |
-1,850
| Closed | -$201K | – | 149 |
|
|
2023
Q4 | $201K | Buy |
+1,850
| New | +$201K | 0.11% | 136 |
|
|
2021
Q1 | – | Sell |
-3,141
| Closed | -$368K | – | 34 |
|
|
2020
Q4 | $368K | Buy |
+3,141
| New | +$368K | 3.49% | 9 |
|