OWM
OneAscent 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,436
| Closed | -$262K | – | 159 |
|
|
2023
Q1 | $262K | Hold |
2,436
| – | – | 0.1% | 144 |
|
|
2022
Q4 | $257K | Hold |
2,436
| – | – | 0.12% | 133 |
|
|
2022
Q3 | $250K | Hold |
2,436
| – | – | 0.13% | 113 |
|
|
2022
Q2 | $259K | Hold |
2,436
| – | – | 0.13% | 137 |
|
|
2022
Q1 | $267K | Buy |
+2,436
| New | +$267K | 0.13% | 154 |
|