TPCW
TD Private Client Wealth’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 | $8.71M | Buy |
83,382
+37,455
| +82% | +$3.91M | 0.21% | 75 |
|
|
2025
Q1 | $4.84M | Sell |
45,927
-96
| -0.2% | -$10.1K | 0.13% | 113 |
|
|
2024
Q4 | $4.9M | Buy |
46,023
+3,709
| +9% | +$395K | 0.14% | 114 |
|
|
2024
Q3 | $4.6M | Buy |
42,314
+9,922
| +31% | +$1.08M | 0.13% | 120 |
|
|
2024
Q2 | $3.45M | Sell |
32,392
-14,642
| -31% | -$1.56M | 0.11% | 141 |
|
|
2024
Q1 | $5.07M | Buy |
47,034
+7,722
| +20% | +$833K | 0.17% | 100 |
|
|
2023
Q4 | $4.28M | Buy |
39,312
+4,108
| +12% | +$447K | 0.15% | 116 |
|
|
2023
Q3 | $3.64M | Sell |
35,204
-2,944
| -8% | -$305K | 0.16% | 135 |
|
|
2023
Q2 | $4.14M | Buy |
38,148
+2,161
| +6% | +$234K | 0.18% | 124 |
|
|
2023
Q1 | $3.95M | Sell |
35,987
-15,642
| -30% | -$1.71M | 0.18% | 129 |
|
|
2022
Q4 | $5.56M | Buy |
51,629
+21,333
| +70% | +$2.3M | 0.26% | 87 |
|
|
2022
Q3 | $3.21M | Sell |
30,296
-931
| -3% | -$98.7K | 0.16% | 136 |
|
|
2022
Q2 | $3.48M | Buy |
31,227
+11,624
| +59% | +$1.29M | 0.17% | 130 |
|
|
2022
Q1 | $2.33M | Sell |
19,603
-13,174
| -40% | -$1.57M | 0.1% | 205 |
|
|
2021
Q4 | $4.03M | Buy |
32,777
+21,082
| +180% | +$2.6M | 0.17% | 141 |
|
|
2021
Q3 | $1.36M | Buy |
11,695
+25
| +0.2% | +$2.9K | 0.06% | 294 |
|
|
2021
Q2 | $1.37M | Buy |
11,670
+1,674
| +17% | +$196K | 0.06% | 294 |
|
|
2021
Q1 | $1.16M | Buy |
9,996
+3,519
| +54% | +$408K | 0.05% | 301 |
|
|
2020
Q4 | $759K | Buy |
6,477
+350
| +6% | +$41K | 0.04% | 331 |
|
|
2020
Q3 | $710K | Buy |
6,127
+1,023
| +20% | +$119K | 0.04% | 324 |
|
|
2020
Q2 | $589K | Buy |
5,104
+3,561
| +231% | +$411K | 0.03% | 341 |
|
|
2020
Q1 | $174K | Buy |
1,543
+720
| +87% | +$81.4K | 0.01% | 433 |
|
|
2019
Q4 | $93.7K | Buy |
+823
| New | +$93.7K | 0.01% | 527 |
|