SWM
Seaside 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 | $5.61M | Sell |
53,703
-10,092
| -16% | -$1.05M | 1.79% | 11 |
|
|
2025
Q1 | $6.73M | Sell |
63,795
-1,269
| -2% | -$134K | 2.4% | 10 |
|
|
2024
Q4 | $6.93M | Buy |
65,064
+2,578
| +4% | +$275K | 2.54% | 10 |
|
|
2024
Q3 | $6.79M | Sell |
62,486
-1,660
| -3% | -$180K | 2.57% | 10 |
|
|
2024
Q2 | $6.83M | Sell |
64,146
-44,524
| -41% | -$4.74M | 2.83% | 9 |
|
|
2024
Q1 | $11.7M | Buy |
108,670
+758
| +0.7% | +$81.6K | 4.99% | 5 |
|
|
2023
Q4 | $11.7M | Buy |
107,912
+37,420
| +53% | +$4.06M | 5.35% | 5 |
|
|
2023
Q3 | $7.23M | Buy |
70,492
+6,325
| +10% | +$649K | 3.67% | 6 |
|
|
2023
Q2 | $6.85M | Buy |
64,167
+1,044
| +2% | +$111K | 3.54% | 7 |
|
|
2023
Q1 | $6.8M | Buy |
63,123
+3,820
| +6% | +$411K | 4.13% | 5 |
|
|
2022
Q4 | $6.26M | Buy |
59,303
+5,177
| +10% | +$546K | 4.14% | 6 |
|
|
2022
Q3 | $5.5M | Buy |
54,126
+24,223
| +81% | +$2.46M | 3.79% | 7 |
|
|
2022
Q2 | $3.25M | Buy |
+29,903
| New | +$3.25M | 2.46% | 10 |
|