TBWA
Three Bridge Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,225
| Closed | -$228K | – | 98 |
|
|
2023
Q3 | $228K | Buy |
2,225
+152
| +7% | +$15.6K | 0.09% | 79 |
|
|
2023
Q2 | $221K | Buy |
+2,073
| New | +$221K | 0.09% | 86 |
|
|
2023
Q1 | – | Sell |
-2,021
| Closed | -$213K | – | 93 |
|
|
2022
Q4 | $213K | Sell |
2,021
-2,344
| -54% | -$247K | 0.11% | 79 |
|
|
2022
Q3 | $448K | Buy |
4,365
+500
| +13% | +$51.3K | 0.23% | 57 |
|
|
2022
Q2 | $411K | Buy |
3,865
+1,635
| +73% | +$174K | 0.2% | 61 |
|
|
2022
Q1 | $244K | Buy |
+2,230
| New | +$244K | 0.07% | 82 |
|