PFWA
Paces Ferry 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 |
-8,258
| Closed | -$871K | – | 125 |
|
|
2025
Q1 | $871K | Sell |
8,258
-173
| -2% | -$18.2K | 0.43% | 43 |
|
|
2024
Q4 | $898K | Sell |
8,431
-188
| -2% | -$20K | 0.44% | 44 |
|
|
2024
Q3 | $936K | Buy |
8,619
+13
| +0.2% | +$1.41K | 0.54% | 39 |
|
|
2024
Q2 | $917K | Buy |
8,606
+280
| +3% | +$29.8K | 0.55% | 37 |
|
|
2024
Q1 | $896K | Hold |
8,326
| – | – | 0.57% | 37 |
|
|
2023
Q4 | $903K | Buy |
8,326
+578
| +7% | +$62.7K | 0.63% | 38 |
|
|
2023
Q3 | $794K | Buy |
7,748
+5,236
| +208% | +$537K | 0.63% | 40 |
|
|
2023
Q2 | $268K | Sell |
2,512
-950
| -27% | -$101K | 0.2% | 89 |
|
|
2023
Q1 | $373K | Sell |
3,462
-9,425
| -73% | -$1.02M | 0.3% | 71 |
|
|
2022
Q4 | $1.36M | Buy |
+12,887
| New | +$1.36M | 1.32% | 22 |
|