RWB
RMR Wealth Builders’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 | $17.9M | Buy |
171,467
+9,186
| +6% | +$960K | 1.63% | 13 |
|
|
2025
Q1 | $17.1M | Buy |
162,281
+19,796
| +14% | +$2.09M | 1.8% | 13 |
|
|
2024
Q4 | $15.2M | Sell |
142,485
-7,827
| -5% | -$834K | 1.57% | 15 |
|
|
2024
Q3 | $16.3M | Buy |
150,312
+12,043
| +9% | +$1.31M | 1.73% | 14 |
|
|
2024
Q2 | $14.7M | Buy |
138,269
+7,779
| +6% | +$829K | 1.69% | 14 |
|
|
2024
Q1 | $14M | Sell |
130,490
-390
| -0.3% | -$42K | 1.7% | 14 |
|
|
2023
Q4 | $14.2M | Sell |
130,880
-16,492
| -11% | -$1.79M | 1.99% | 13 |
|
|
2023
Q3 | $15.1M | Buy |
147,372
+7,228
| +5% | +$741K | 2.41% | 11 |
|
|
2023
Q2 | $15M | Buy |
140,144
+23,756
| +20% | +$2.54M | 2.54% | 11 |
|
|
2023
Q1 | $12.5M | Buy |
116,388
+21,923
| +23% | +$2.36M | 2.38% | 11 |
|
|
2022
Q4 | $9.97M | Sell |
94,465
-15,180
| -14% | -$1.6M | 2.26% | 10 |
|
|
2022
Q3 | $11.2M | Buy |
109,645
+32,107
| +41% | +$3.29M | 2.75% | 10 |
|
|
2022
Q2 | $8.25M | Buy |
77,538
+10,150
| +15% | +$1.08M | 2.06% | 13 |
|
|
2022
Q1 | $7.39M | Buy |
67,388
+49,071
| +268% | +$5.38M | 1.58% | 16 |
|
|
2021
Q4 | $2.13M | Buy |
18,317
+6,773
| +59% | +$788K | 0.61% | 28 |
|
|
2021
Q3 | $1.34M | Buy |
11,544
+1,078
| +10% | +$125K | 0.39% | 41 |
|
|
2021
Q2 | $1.23M | Sell |
10,466
-4,035
| -28% | -$473K | 0.4% | 44 |
|
|
2021
Q1 | $1.68M | Buy |
14,501
+8,902
| +159% | +$1.03M | 0.44% | 34 |
|
|
2020
Q4 | $656K | Sell |
5,599
-7,999
| -59% | -$937K | 0.32% | 61 |
|
|
2020
Q3 | $1.58M | Buy |
13,598
+10,365
| +321% | +$1.2M | 0.41% | 44 |
|
|
2020
Q2 | $373K | Buy |
+3,233
| New | +$373K | 0.33% | 70 |
|
|
2019
Q4 | $15K | Buy |
+130
| New | +$15K | 0.01% | 327 |
|