SVWAG
Sound View Wealth Advisors 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 | $796K | Sell |
7,622
-28
| -0.4% | -$2.93K | 0.06% | 214 |
|
|
2025
Q1 | $807K | Sell |
7,650
-9
| -0.1% | -$949 | 0.07% | 206 |
|
|
2024
Q4 | $816K | Sell |
7,659
-431
| -5% | -$45.9K | 0.07% | 206 |
|
|
2024
Q3 | $879K | Sell |
8,090
-399
| -5% | -$43.3K | 0.07% | 197 |
|
|
2024
Q2 | $905K | Buy |
8,489
+155
| +2% | +$16.5K | 0.09% | 167 |
|
|
2024
Q1 | $897K | Sell |
8,334
-44
| -0.5% | -$4.73K | 0.1% | 176 |
|
|
2023
Q4 | $908K | Sell |
8,378
-1,000
| -11% | -$108K | 0.1% | 171 |
|
|
2023
Q3 | $962K | Sell |
9,378
-43
| -0.5% | -$4.41K | 0.12% | 145 |
|
|
2023
Q2 | $1.01M | Sell |
9,421
-120
| -1% | -$12.8K | 0.13% | 146 |
|
|
2023
Q1 | $1.03M | Buy |
9,541
+1,163
| +14% | +$125K | 0.14% | 140 |
|
|
2022
Q4 | $908K | Sell |
8,378
-5,790
| -41% | -$628K | 0.1% | 171 |
|
|
2022
Q3 | $1.45M | Hold |
14,168
| – | – | 0.33% | 77 |
|
|
2022
Q2 | $1.51M | Hold |
14,168
| – | – | 0.32% | 81 |
|
|
2022
Q1 | $1.55M | Hold |
14,168
| – | – | 0.3% | 86 |
|
|
2021
Q4 | $1.65M | Hold |
14,168
| – | – | 0.31% | 83 |
|
|
2021
Q3 | $1.65M | Sell |
14,168
-4,002
| -22% | -$465K | 0.34% | 74 |
|
|
2021
Q2 | $2.13M | Hold |
18,170
| – | – | 0.45% | 58 |
|
|
2021
Q1 | $2.11M | Buy |
18,170
+408
| +2% | +$47.4K | 0.49% | 56 |
|
|
2020
Q4 | $2.08M | Sell |
17,762
-750
| -4% | -$87.9K | 0.51% | 52 |
|
|
2020
Q3 | $2.15M | Sell |
18,512
-536
| -3% | -$62.1K | 0.57% | 50 |
|
|
2020
Q2 | $2.2M | Sell |
19,048
-264
| -1% | -$30.5K | 0.62% | 48 |
|
|
2020
Q1 | $2.18M | Buy |
19,312
+1,450
| +8% | +$164K | 0.75% | 44 |
|
|
2019
Q4 | $2.04M | Buy |
17,862
+4,000
| +29% | +$456K | 0.57% | 57 |
|
|
2019
Q3 | $1.58M | Buy |
13,862
+1,000
| +8% | +$114K | 0.47% | 67 |
|
|
2019
Q2 | $1.46M | Buy |
+12,862
| New | +$1.46M | 0.43% | 69 |
|