PWMG
Private Wealth Management Group’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 | $8.04M | Sell |
76,960
-13,517
| -15% | -$1.41M | 2.67% | 14 |
|
|
2025
Q1 | $9.54M | Sell |
90,477
-6,658
| -7% | -$702K | 3.52% | 10 |
|
|
2024
Q4 | $10.3M | Sell |
97,135
-13,465
| -12% | -$1.43M | 3.96% | 9 |
|
|
2024
Q3 | $12M | Buy |
110,600
+3,349
| +3% | +$364K | 4.74% | 7 |
|
|
2024
Q2 | $11.4M | Buy |
107,251
+19,326
| +22% | +$2.06M | 4.95% | 6 |
|
|
2024
Q1 | $9.46M | Buy |
87,925
+2,733
| +3% | +$294K | 4.29% | 9 |
|
|
2023
Q4 | $9.24M | Buy |
+85,192
| New | +$9.24M | 4.54% | 9 |
|