SWMG LLC’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $509K | Buy |
4,908
+695
| +16% | +$72K | 0.17% | 73 |
|
|
2025
Q1 | $438K | Sell |
4,213
-1,729
| -29% | -$180K | 0.17% | 81 |
|
|
2024
Q4 | $632K | Sell |
5,942
-1,269
| -18% | -$135K | 0.25% | 60 |
|
|
2024
Q3 | $772K | Buy |
7,211
+457
| +7% | +$48.9K | 0.32% | 47 |
|
|
2024
Q2 | $720K | Buy |
6,754
+334
| +5% | +$35.6K | 0.32% | 45 |
|
|
2024
Q1 | $691K | Sell |
6,420
-935
| -13% | -$101K | 0.31% | 45 |
|
|
2023
Q4 | $797K | Buy |
7,355
+206
| +3% | +$22.3K | 0.38% | 48 |
|
|
2023
Q3 | $733K | Buy |
7,149
+2,493
| +54% | +$256K | 0.38% | 47 |
|
|
2023
Q2 | $497K | Buy |
4,656
+863
| +23% | +$92.1K | 0.26% | 48 |
|
|
2023
Q1 | $409K | Buy |
3,793
+372
| +11% | +$40.1K | 0.23% | 52 |
|
|
2022
Q4 | $361K | Buy |
3,421
+339
| +11% | +$35.8K | 0.22% | 53 |
|
|
2022
Q3 | $316K | Buy |
+3,082
| New | +$316K | 0.21% | 57 |
|
|
2022
Q1 | $4.55M | Buy |
41,503
+7,981
| +24% | +$875K | 2.49% | 8 |
|
|
2021
Q4 | $3.9M | Buy |
33,522
+7,926
| +31% | +$922K | 2.07% | 11 |
|
|
2021
Q3 | $2.97M | Buy |
25,596
+509
| +2% | +$59.1K | 1.73% | 15 |
|
|
2021
Q2 | $2.94M | Buy |
25,087
+5,650
| +29% | +$662K | 1.73% | 15 |
|
|
2021
Q1 | $2.26M | Buy |
19,437
+4,184
| +27% | +$486K | 1.54% | 16 |
|
|
2020
Q4 | $1.79M | Buy |
+15,253
| New | +$1.79M | 1.31% | 20 |
|