UWPG
Ullmann Wealth Partners 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 | $9.82M | Buy |
94,031
+58,092
| +162% | +$6.07M | 1.16% | 18 |
|
|
2025
Q1 | $3.79M | Buy |
35,939
+5,068
| +16% | +$534K | 0.5% | 29 |
|
|
2024
Q4 | $3.29M | Buy |
30,871
+1,073
| +4% | +$114K | 0.42% | 30 |
|
|
2024
Q3 | $3.24M | Sell |
29,798
-434
| -1% | -$47.1K | 0.42% | 29 |
|
|
2024
Q2 | $3.22M | Buy |
30,232
+5,145
| +21% | +$548K | 0.46% | 30 |
|
|
2024
Q1 | $2.7M | Buy |
25,087
+234
| +0.9% | +$25.2K | 0.4% | 29 |
|
|
2023
Q4 | $2.69M | Buy |
24,853
+17,020
| +217% | +$1.85M | 0.44% | 29 |
|
|
2023
Q3 | $803K | Buy |
7,833
+1,835
| +31% | +$188K | 0.15% | 43 |
|
|
2023
Q2 | $640K | Buy |
5,998
+24
| +0.4% | +$2.56K | 0.13% | 52 |
|
|
2023
Q1 | $644K | Sell |
5,974
-233
| -4% | -$25.1K | 0.15% | 46 |
|
|
2022
Q4 | $655K | Buy |
6,207
+42
| +0.7% | +$4.43K | 0.16% | 42 |
|
|
2022
Q3 | $632K | Sell |
6,165
-5,153
| -46% | -$528K | 0.17% | 42 |
|
|
2022
Q2 | $1.2M | Buy |
+11,318
| New | +$1.2M | 0.33% | 32 |
|
|
2021
Q4 | – | Sell |
-2,000
| Closed | -$232K | – | 90 |
|
|
2021
Q3 | $232K | Buy |
+2,000
| New | +$232K | 0.09% | 75 |
|