RWP
Revolve Wealth Partners’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 | $13.9M | Buy |
133,315
+5,025
| +4% | +$525K | 1.81% | 16 |
|
|
2025
Q1 | $13.5M | Buy |
128,290
+4,097
| +3% | +$432K | 1.96% | 15 |
|
|
2024
Q4 | $13.2M | Buy |
124,193
+11,989
| +11% | +$1.28M | 1.91% | 15 |
|
|
2024
Q3 | $12.2M | Sell |
112,204
-51
| -0% | -$5.54K | 1.86% | 16 |
|
|
2024
Q2 | $12M | Sell |
112,255
-2,728
| -2% | -$291K | 1.97% | 16 |
|
|
2024
Q1 | $12.4M | Buy |
114,983
+3,002
| +3% | +$323K | 2.11% | 13 |
|
|
2023
Q4 | $12.1M | Sell |
111,981
-3,288
| -3% | -$356K | 2.34% | 13 |
|
|
2023
Q3 | $11.8M | Buy |
115,269
+6,127
| +6% | +$628K | 2.72% | 10 |
|
|
2023
Q2 | $11.6M | Sell |
109,142
-3,220
| -3% | -$344K | 2.73% | 11 |
|
|
2023
Q1 | $12.1M | Buy |
112,362
+1,377
| +1% | +$148K | 3.08% | 8 |
|
|
2022
Q4 | $11.7M | Buy |
110,985
+31,892
| +40% | +$3.37M | 3.35% | 7 |
|
|
2022
Q3 | $8.11M | Buy |
79,093
+6,276
| +9% | +$644K | 2.71% | 13 |
|
|
2022
Q2 | $7.75M | Buy |
72,817
+18,063
| +33% | +$1.92M | 2.54% | 13 |
|
|
2022
Q1 | $6M | Buy |
54,754
+25,673
| +88% | +$2.81M | 1.73% | 14 |
|
|
2021
Q4 | $3.38M | Buy |
+29,081
| New | +$3.38M | 0.97% | 23 |
|