SP
SWS 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 | $2.17M | Buy |
20,796
+73
| +0.4% | +$7.63K | 0.59% | 63 |
|
|
2025
Q1 | $2.19M | Sell |
20,723
-5,487
| -21% | -$579K | 0.72% | 52 |
|
|
2024
Q4 | $2.79M | Sell |
26,210
-508
| -2% | -$54.1K | 0.85% | 41 |
|
|
2024
Q3 | $2.9M | Buy |
26,718
+101
| +0.4% | +$11K | 0.92% | 31 |
|
|
2024
Q2 | $2.84M | Sell |
26,617
-9,061
| -25% | -$965K | 0.85% | 39 |
|
|
2024
Q1 | $3.84M | Buy |
35,678
+36
| +0.1% | +$3.87K | 1.15% | 25 |
|
|
2023
Q4 | $3.86M | Sell |
35,642
-5,368
| -13% | -$582K | 1.26% | 19 |
|
|
2023
Q3 | $4.21M | Buy |
41,010
+6,976
| +20% | +$715K | 1.55% | 9 |
|
|
2023
Q2 | $3.63M | Sell |
34,034
-60
| -0.2% | -$6.4K | 1.31% | 15 |
|
|
2023
Q1 | $3.67M | Sell |
34,094
-144
| -0.4% | -$15.5K | 1.37% | 11 |
|
|
2022
Q4 | $3.61M | Buy |
34,238
+872
| +3% | +$92K | 1.71% | 10 |
|
|
2022
Q3 | $3.42M | Buy |
+33,366
| New | +$3.42M | 1.59% | 9 |
|
|
2021
Q1 | – | Sell |
-25,806
| Closed | -$3.02M | – | 97 |
|
|
2020
Q4 | $3.02M | Sell |
25,806
-2
| -0% | -$234 | 1.35% | 15 |
|
|
2020
Q3 | $2.99M | Buy |
+25,808
| New | +$2.99M | 1.5% | 12 |
|
|
2020
Q2 | – | Sell |
-25,544
| Closed | -$2.89M | – | 94 |
|
|
2020
Q1 | $2.89M | Buy |
+25,544
| New | +$2.89M | 2.06% | 6 |
|
|
2019
Q3 | $1.94M | Sell |
17,073
-5
| -0% | -$568 | 1.15% | 30 |
|
|
2019
Q2 | $1.94M | Buy |
+17,078
| New | +$1.94M | 1.23% | 22 |
|
|
2018
Q4 | $2M | Buy |
18,313
+7,117
| +64% | +$776K | 1.51% | 16 |
|
|
2018
Q3 | $1.21M | Buy |
11,196
+576
| +5% | +$62.1K | 0.77% | 46 |
|
|
2018
Q2 | $1.16M | Sell |
10,620
-4,748
| -31% | -$518K | 0.81% | 46 |
|
|
2018
Q1 | $1.67M | Buy |
15,368
+13,194
| +607% | +$1.43M | 1.23% | 27 |
|
|
2017
Q4 | $241K | Buy |
+2,174
| New | +$241K | 0.18% | 62 |
|