SPWG
Syntegra Private Wealth Group’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 | $770K | Sell |
7,367
-151
| -2% | -$15.8K | 0.08% | 69 |
|
|
2025
Q1 | $793K | Sell |
7,518
-2,253
| -23% | -$238K | 0.09% | 59 |
|
|
2024
Q4 | $1.04M | Sell |
9,771
-2,024
| -17% | -$216K | 0.12% | 52 |
|
|
2024
Q3 | $1.28M | Sell |
11,795
-2,189
| -16% | -$238K | 0.15% | 43 |
|
|
2024
Q2 | $1.49M | Sell |
13,984
-1,005
| -7% | -$107K | 0.19% | 38 |
|
|
2024
Q1 | $1.61M | Sell |
14,989
-4,305
| -22% | -$463K | 0.21% | 35 |
|
|
2023
Q4 | $2.09M | Buy |
19,294
+1,135
| +6% | +$123K | 0.3% | 29 |
|
|
2023
Q3 | $1.86M | Buy |
18,159
+3,144
| +21% | +$322K | 0.29% | 32 |
|
|
2023
Q2 | $1.6M | Buy |
15,015
+2,219
| +17% | +$237K | 0.25% | 34 |
|
|
2023
Q1 | $1.38M | Buy |
12,796
+1,147
| +10% | +$124K | 0.25% | 36 |
|
|
2022
Q4 | $1.23M | Buy |
+11,649
| New | +$1.23M | 0.25% | 33 |
|