OWA
Opal 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 | – | Sell |
-620
| Closed | -$65.4K | – | 582 |
|
|
2025
Q1 | $65.4K | Buy |
+620
| New | +$65.4K | 0.02% | 321 |
|
|
2024
Q3 | – | Sell |
-7,368
| Closed | -$785K | – | 829 |
|
|
2024
Q2 | $785K | Sell |
7,368
-52,791
| -88% | -$5.62M | 0.25% | 50 |
|
|
2024
Q1 | $6.47M | Sell |
60,159
-10,637
| -15% | -$1.14M | 2.2% | 11 |
|
|
2023
Q4 | $7.67M | Buy |
+70,796
| New | +$7.67M | 3.02% | 8 |
|
|
2023
Q1 | – | Sell |
-4,139
| Closed | -$437K | – | 134 |
|
|
2022
Q4 | $437K | Buy |
+4,139
| New | +$437K | 0.24% | 59 |
|
|
2022
Q1 | – | Sell |
-9,214
| Closed | -$1.07M | – | 123 |
|
|
2021
Q4 | $1.07M | Buy |
+9,214
| New | +$1.07M | 0.68% | 28 |
|