SWMG
Signature Wealth Management Group’s iShares National Muni Bond ETF MUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,980
| Closed | -$546K | – | 93 |
|
|
2022
Q1 | $546K | Buy |
4,980
+392
| +9% | +$43K | 0.25% | 69 |
|
|
2021
Q4 | $533K | Buy |
4,588
+30
| +0.7% | +$3.49K | 0.27% | 67 |
|
|
2021
Q3 | $530K | Hold |
4,558
| – | – | 0.29% | 65 |
|
|
2021
Q2 | $534K | Sell |
4,558
-25
| -0.5% | -$2.93K | 0.3% | 66 |
|
|
2021
Q1 | $532K | Buy |
4,583
+483
| +12% | +$56.1K | 0.31% | 67 |
|
|
2020
Q4 | $481K | Sell |
4,100
-18
| -0.4% | -$2.11K | 0.3% | 66 |
|
|
2020
Q3 | $477K | Hold |
4,118
| – | – | 0.34% | 63 |
|
|
2020
Q2 | $475K | Sell |
4,118
-65
| -2% | -$7.5K | 0.36% | 60 |
|
|
2020
Q1 | $473K | Sell |
4,183
-252
| -6% | -$28.5K | 0.42% | 60 |
|
|
2019
Q4 | $505K | Buy |
4,435
+224
| +5% | +$25.5K | 0.32% | 68 |
|
|
2019
Q3 | $480K | Sell |
4,211
-10
| -0.2% | -$1.14K | 0.32% | 65 |
|
|
2019
Q2 | $477K | Buy |
4,221
+72
| +2% | +$8.14K | 0.32% | 65 |
|
|
2019
Q1 | $461K | Hold |
4,149
| – | – | 0.32% | 65 |
|
|
2018
Q4 | $452K | Hold |
4,149
| – | – | 0.35% | 62 |
|
|
2018
Q3 | $446K | Buy |
4,149
+65
| +2% | +$6.99K | 0.33% | 63 |
|
|
2018
Q2 | $445K | Sell |
4,084
-146
| -3% | -$15.9K | 0.33% | 54 |
|
|
2018
Q1 | $461K | Buy |
4,230
+216
| +5% | +$23.5K | 0.36% | 48 |
|
|
2017
Q4 | $445K | Buy |
+4,014
| New | +$445K | 0.33% | 49 |
|