QPWM
Quadrant Private 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $296K | Buy |
+2,835
| New | +$296K | 0.06% | 195 |
|
2025
Q1 | – | Sell |
-5,231
| Closed | -$557K | – | 242 |
|
2024
Q4 | $557K | Sell |
5,231
-1,595
| -23% | -$170K | 0.14% | 134 |
|
2024
Q3 | $742K | Buy |
6,826
+1,483
| +28% | +$161K | 0.18% | 112 |
|
2024
Q2 | $569K | Buy |
+5,343
| New | +$569K | 0.13% | 134 |
|
2023
Q3 | – | Sell |
-3,470
| Closed | -$370K | – | 236 |
|
2023
Q2 | $370K | Buy |
3,470
+599
| +21% | +$63.9K | 0.11% | 157 |
|
2023
Q1 | $309K | Sell |
2,871
-358
| -11% | -$38.6K | 0.1% | 175 |
|
2022
Q4 | $341K | Buy |
+3,229
| New | +$341K | 0.11% | 157 |
|