SWA
Strategies Wealth Advisors’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 | $2.77M | Buy |
26,514
+6,639
| +33% | +$694K | 0.3% | 31 |
|
|
2025
Q1 | $2.1M | Sell |
19,875
-210
| -1% | -$22.1K | 0.26% | 37 |
|
|
2024
Q4 | $2.14M | Sell |
20,085
-5,984
| -23% | -$639K | 0.27% | 35 |
|
|
2024
Q3 | $2.83M | Sell |
26,069
-5,357
| -17% | -$582K | 0.38% | 28 |
|
|
2024
Q2 | $3.35M | Sell |
31,426
-221
| -0.7% | -$23.5K | 0.49% | 26 |
|
|
2024
Q1 | $3.41M | Sell |
31,647
-11,983
| -27% | -$1.29M | 0.52% | 24 |
|
|
2023
Q4 | $4.73M | Buy |
43,630
+12,459
| +40% | +$1.35M | 0.81% | 20 |
|
|
2023
Q3 | $3.2M | Buy |
31,171
+1,065
| +4% | +$109K | 0.63% | 26 |
|
|
2023
Q2 | $3.21M | Sell |
30,106
-1,249
| -4% | -$133K | 0.66% | 24 |
|
|
2023
Q1 | $3.38M | Sell |
31,355
-5,425
| -15% | -$584K | 0.74% | 23 |
|
|
2022
Q4 | $3.88M | Buy |
+36,780
| New | +$3.88M | 0.96% | 21 |
|
|
2022
Q2 | $2.25M | Buy |
21,151
+18,682
| +757% | +$1.99M | 0.65% | 24 |
|
|
2022
Q1 | $271K | Sell |
2,469
-219
| -8% | -$24K | 0.07% | 73 |
|
|
2021
Q4 | $313K | Buy |
+2,688
| New | +$313K | 0.09% | 66 |
|