TCPWM
Traverso Chambers Private Wealth Management’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 | $356K | Hold |
3,285
| – | – | 0.09% | 94 |
|
|
2023
Q3 | $337K | Hold |
3,285
| – | – | 0.09% | 87 |
|
|
2023
Q2 | $351K | Buy |
+3,285
| New | +$351K | 0.09% | 88 |
|
|
2020
Q1 | – | Sell |
-2,315
| Closed | -$264K | – | 110 |
|
|
2019
Q4 | $264K | Hold |
2,315
| – | – | 0.11% | 88 |
|
|
2019
Q3 | $264K | Hold |
2,315
| – | – | 0.13% | 82 |
|
|
2019
Q2 | $262K | Hold |
2,315
| – | – | 0.13% | 85 |
|
|
2019
Q1 | $257K | Hold |
2,315
| – | – | 0.13% | 84 |
|
|
2018
Q4 | $252K | Buy |
+2,315
| New | +$252K | 0.14% | 82 |
|