SWP
Summit Wealth Partners’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 | $333K | Sell |
3,184
-549
| -15% | -$57.4K | 0.06% | 171 |
|
|
2025
Q1 | $394K | Sell |
3,733
-85
| -2% | -$8.96K | 0.08% | 146 |
|
|
2024
Q4 | $407K | Sell |
3,818
-415
| -10% | -$44.2K | 0.08% | 137 |
|
|
2024
Q3 | $460K | Buy |
4,233
+530
| +14% | +$57.6K | 0.09% | 143 |
|
|
2024
Q2 | $395K | Buy |
3,703
+15
| +0.4% | +$1.6K | 0.08% | 154 |
|
|
2024
Q1 | $397K | Buy |
3,688
+10
| +0.3% | +$1.08K | 0.08% | 145 |
|
|
2023
Q4 | $399K | Buy |
3,678
+51
| +1% | +$5.53K | 0.09% | 134 |
|
|
2023
Q3 | $372K | Sell |
3,627
-534
| -13% | -$54.8K | 0.09% | 126 |
|
|
2023
Q2 | $444K | Sell |
4,161
-11
| -0.3% | -$1.17K | 0.11% | 117 |
|
|
2023
Q1 | $450K | Buy |
4,172
+245
| +6% | +$26.4K | 0.12% | 114 |
|
|
2022
Q4 | $414K | Sell |
3,927
-846
| -18% | -$89.3K | 0.11% | 119 |
|
|
2022
Q3 | $490K | Buy |
4,773
+234
| +5% | +$24K | 0.14% | 91 |
|
|
2022
Q2 | $483K | Sell |
4,539
-7,279
| -62% | -$774K | 0.13% | 93 |
|
|
2022
Q1 | $1.3M | Buy |
11,818
+27
| +0.2% | +$2.96K | 0.29% | 46 |
|
|
2021
Q4 | $1.37M | Buy |
11,791
+1,106
| +10% | +$129K | 0.29% | 49 |
|
|
2021
Q3 | $1.24M | Sell |
10,685
-174
| -2% | -$20.2K | 0.29% | 46 |
|
|
2021
Q2 | $1.27M | Sell |
10,859
-34
| -0.3% | -$3.99K | 0.3% | 49 |
|
|
2021
Q1 | $1.26M | Sell |
10,893
-104
| -0.9% | -$12.1K | 0.32% | 48 |
|
|
2020
Q4 | $1.29M | Buy |
10,997
+435
| +4% | +$51K | 0.35% | 44 |
|
|
2020
Q3 | $1.22M | Sell |
10,562
-124
| -1% | -$14.4K | 0.37% | 48 |
|
|
2020
Q2 | $1.23M | Sell |
10,686
-1,642
| -13% | -$189K | 0.4% | 47 |
|
|
2020
Q1 | $1.39M | Buy |
12,328
+410
| +3% | +$46.3K | 0.57% | 32 |
|
|
2019
Q4 | $1.36M | Buy |
+11,918
| New | +$1.36M | 0.47% | 40 |
|