SAI
Savvy Advisors Inc’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 | $12.1M | Buy |
116,166
+38,275
| +49% | +$4M | 0.81% | 22 |
|
|
2025
Q1 | $8.21M | Buy |
77,891
+8,929
| +13% | +$941K | 0.83% | 20 |
|
|
2024
Q4 | $7.35M | Buy |
68,962
+33,466
| +94% | +$3.57M | 0.88% | 19 |
|
|
2024
Q3 | $3.86M | Buy |
35,496
+16,295
| +85% | +$1.77M | 0.78% | 23 |
|
|
2024
Q2 | $2.05M | Buy |
19,201
+3,719
| +24% | +$396K | 0.67% | 30 |
|
|
2024
Q1 | $1.67M | Buy |
15,482
+12,646
| +446% | +$1.36M | 0.96% | 18 |
|
|
2023
Q4 | $307K | Buy |
+2,836
| New | +$307K | 0.3% | 106 |
|