SPWG
Sage Private Wealth Group’s iShares National Muni Bond ETF MUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,987
| Closed | -$216K | – | 97 |
|
|
2024
Q3 | $216K | Buy |
+1,987
| New | +$216K | 0.17% | 85 |
|
|
2024
Q2 | – | Sell |
-4,121
| Closed | -$443K | – | 90 |
|
|
2024
Q1 | $443K | Sell |
4,121
-4,433
| -52% | -$477K | 0.36% | 38 |
|
|
2023
Q4 | $927K | Sell |
8,554
-42
| -0.5% | -$4.55K | 0.83% | 14 |
|
|
2023
Q3 | $881K | Sell |
8,596
-69,928
| -89% | -$7.17M | 1.21% | 9 |
|
|
2023
Q2 | $8.38M | Sell |
78,524
-10,200
| -11% | -$1.09M | 11.42% | 3 |
|
|
2023
Q1 | $9.56M | Sell |
88,724
-2,940
| -3% | -$317K | 10.98% | 3 |
|
|
2022
Q4 | $9.67M | Buy |
+91,664
| New | +$9.67M | 11.48% | 3 |
|