SWC
Spectrum Wealth Counsel’s iShares National Muni Bond ETF MUB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $1.36M | Sell |
12,863
-400
| -3% | -$42.2K | 0.16% | 69 |
|
2024
Q4 | $1.41M | Buy |
13,263
+265
| +2% | +$28.2K | 0.17% | 72 |
|
2024
Q3 | $1.41M | Buy |
12,998
+126
| +1% | +$13.7K | 0.17% | 72 |
|
2024
Q2 | $1.37M | Buy |
12,872
+1,280
| +11% | +$136K | 0.17% | 68 |
|
2024
Q1 | $1.25M | Buy |
11,592
+185
| +2% | +$19.9K | 0.15% | 80 |
|
2023
Q4 | $1.24M | Buy |
+11,407
| New | +$1.24M | 0.17% | 77 |
|