TPWA
TRUE Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Sell |
2,803
-421
| -13% | -$44K | 0.03% | 207 |
|
|
2025
Q1 | $340K | Sell |
3,224
-133
| -4% | -$14K | 0.04% | 170 |
|
|
2024
Q4 | $358K | Sell |
3,357
-301
| -8% | -$32.1K | 0.04% | 160 |
|
|
2024
Q3 | $397K | Sell |
3,658
-468
| -11% | -$50.8K | 0.05% | 140 |
|
|
2024
Q2 | $440K | Sell |
4,126
-1,507
| -27% | -$161K | 0.05% | 174 |
|
|
2024
Q1 | $606K | Sell |
5,633
-1,222
| -18% | -$132K | 0.07% | 142 |
|
|
2023
Q4 | $743K | Sell |
6,855
-3,518
| -34% | -$381K | 0.09% | 112 |
|
|
2023
Q3 | $1.06M | Buy |
10,373
+7,570
| +270% | +$776K | 0.15% | 87 |
|
|
2023
Q2 | $299K | Hold |
2,803
| – | – | 0.04% | 171 |
|
|
2023
Q1 | $302K | Sell |
2,803
-326
| -10% | -$35.1K | 0.04% | 168 |
|
|
2022
Q4 | $330K | Hold |
3,129
| – | – | 0.05% | 154 |
|
|
2022
Q3 | $320K | Hold |
3,129
| – | – | 0.05% | 144 |
|
|
2022
Q2 | $332K | Hold |
3,129
| – | – | 0.05% | 149 |
|
|
2022
Q1 | $332K | Sell |
3,129
-12,939
| -81% | -$1.37M | 0.05% | 163 |
|
|
2021
Q4 | $1.87M | Buy |
16,068
+3,200
| +25% | +$372K | 0.27% | 60 |
|
|
2021
Q3 | $1.49M | Buy |
12,868
+358
| +3% | +$41.6K | 0.22% | 71 |
|
|
2021
Q2 | $1.47M | Buy |
12,510
+2,935
| +31% | +$344K | 0.22% | 71 |
|
|
2021
Q1 | $1.11M | Sell |
9,575
-166,648
| -95% | -$19.3M | 0.18% | 77 |
|
|
2020
Q4 | $20.7M | Buy |
176,223
+4,747
| +3% | +$556K | 3.46% | 7 |
|
|
2020
Q3 | $19.9M | Buy |
+171,476
| New | +$19.9M | 3.4% | 7 |
|