SWM
SigFig 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 | $2.54M | Sell |
24,318
-2,279
| -9% | -$238K | 0.08% | 78 |
|
|
2025
Q1 | $2.82M | Buy |
26,597
+2,125
| +9% | +$225K | 0.1% | 70 |
|
|
2024
Q4 | $2.61M | Sell |
24,472
-292
| -1% | -$31.1K | 0.09% | 71 |
|
|
2024
Q3 | $2.69M | Sell |
24,764
-28,611
| -54% | -$3.11M | 0.1% | 71 |
|
|
2024
Q2 | $5.69M | Sell |
53,375
-60,679
| -53% | -$6.46M | 0.21% | 51 |
|
|
2024
Q1 | $12.3M | Sell |
114,054
-27,724
| -20% | -$2.98M | 0.45% | 31 |
|
|
2023
Q4 | $15.4M | Sell |
141,778
-75,190
| -35% | -$8.15M | 0.58% | 28 |
|
|
2023
Q3 | $22.2M | Buy |
216,968
+977
| +0.5% | +$100K | 0.89% | 22 |
|
|
2023
Q2 | $23.1M | Sell |
215,991
-50,191
| -19% | -$5.36M | 0.89% | 23 |
|
|
2023
Q1 | $28.7M | Buy |
266,182
+246,920
| +1,282% | +$26.6M | 1.58% | 15 |
|
|
2022
Q4 | $1.9M | Sell |
19,262
-857
| -4% | -$84.4K | 0.09% | 65 |
|
|
2022
Q3 | $2.09M | Buy |
20,119
+3,335
| +20% | +$346K | 0.11% | 60 |
|
|
2022
Q2 | $1.65M | Buy |
16,784
+3,115
| +23% | +$307K | 0.09% | 64 |
|
|
2022
Q1 | $1.27M | Buy |
13,669
+3,187
| +30% | +$296K | 0.06% | 66 |
|
|
2021
Q4 | $1M | Buy |
10,482
+5,377
| +105% | +$515K | 0.05% | 71 |
|
|
2021
Q3 | $593K | Buy |
5,105
+727
| +17% | +$84.4K | 0.03% | 76 |
|
|
2021
Q2 | $513K | Sell |
4,378
-128
| -3% | -$15K | 0.03% | 72 |
|
|
2021
Q1 | $523K | Sell |
4,506
-908
| -17% | -$105K | 0.03% | 69 |
|
|
2020
Q4 | $635K | Buy |
5,414
+1,242
| +30% | +$146K | 0.05% | 63 |
|
|
2020
Q3 | $484K | Buy |
4,172
+128
| +3% | +$14.8K | 0.04% | 61 |
|
|
2020
Q2 | $467K | Buy |
4,044
+1,026
| +34% | +$118K | 0.05% | 56 |
|
|
2020
Q1 | $341K | Sell |
3,018
-66
| -2% | -$7.46K | 0.05% | 49 |
|
|
2019
Q4 | $351K | Buy |
3,084
+265
| +9% | +$30.2K | 0.04% | 43 |
|
|
2019
Q3 | $322K | Sell |
2,819
-394
| -12% | -$45K | 0.05% | 42 |
|
|
2019
Q2 | $363K | Sell |
3,213
-576
| -15% | -$65.1K | 0.06% | 46 |
|
|
2019
Q1 | $421K | Buy |
3,789
+217
| +6% | +$24.1K | 0.07% | 45 |
|
|
2018
Q4 | $389K | Buy |
3,572
+63
| +2% | +$6.86K | 0.08% | 44 |
|
|
2018
Q3 | $379K | Buy |
3,509
+423
| +14% | +$45.7K | 0.08% | 42 |
|
|
2018
Q2 | $336K | Sell |
3,086
-187
| -6% | -$20.4K | 0.09% | 42 |
|
|
2018
Q1 | $357K | Buy |
+3,273
| New | +$357K | 0.21% | 29 |
|