SVWG
Shared Vision 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
12,249
+4,061
| +50% | +$422K | 0.64% | 29 |
|
|
2025
Q1 | $863K | Sell |
8,188
-1,420
| -15% | -$150K | 0.47% | 33 |
|
|
2024
Q4 | $1.02M | Buy |
9,608
+751
| +8% | +$80K | 0.54% | 29 |
|
|
2024
Q3 | $962K | Buy |
8,857
+3,462
| +64% | +$376K | 0.51% | 29 |
|
|
2024
Q2 | $575K | Buy |
5,395
+186
| +4% | +$19.8K | 0.33% | 42 |
|
|
2024
Q1 | $561K | Buy |
5,209
+1,153
| +28% | +$124K | 0.35% | 41 |
|
|
2023
Q4 | $440K | Buy |
+4,056
| New | +$440K | 0.29% | 46 |
|