RWM
Reston 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 | $368K | Sell |
3,520
-12,606
| -78% | -$1.32M | 0.13% | 35 |
|
2025
Q1 | $1.7M | Sell |
16,126
-68,265
| -81% | -$7.2M | 0.69% | 15 |
|
2024
Q4 | $8.99M | Buy |
84,391
+2,491
| +3% | +$265K | 3.34% | 8 |
|
2024
Q3 | $8.9M | Buy |
81,900
+1,739
| +2% | +$189K | 3.22% | 8 |
|
2024
Q2 | $8.54M | Buy |
80,161
+1,851
| +2% | +$197K | 3.42% | 8 |
|
2024
Q1 | $8.43M | Buy |
+78,310
| New | +$8.43M | 3.42% | 8 |
|