UW
Unique 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 | $20.3M | Sell |
194,552
-2,144
| -1% | -$224K | 3.28% | 6 |
|
|
2025
Q1 | $20.7M | Buy |
196,696
+15,972
| +9% | +$1.68M | 3.92% | 5 |
|
|
2024
Q4 | $19.3M | Buy |
180,724
+23,827
| +15% | +$2.54M | 4.01% | 7 |
|
|
2024
Q3 | $17M | Buy |
156,897
+35,404
| +29% | +$3.85M | 3.9% | 7 |
|
|
2024
Q2 | $12.9M | Buy |
121,493
+4,289
| +4% | +$457K | 3.39% | 8 |
|
|
2024
Q1 | $12.6M | Buy |
117,204
+1,424
| +1% | +$153K | 3.56% | 8 |
|
|
2023
Q4 | $12.6M | Buy |
115,780
+35,191
| +44% | +$3.82M | 4.07% | 6 |
|
|
2023
Q3 | $8.26M | Buy |
80,589
+4,705
| +6% | +$482K | 3.45% | 6 |
|
|
2023
Q2 | $8.1M | Sell |
75,884
-580
| -0.8% | -$61.9K | 3.54% | 5 |
|
|
2023
Q1 | $8.24M | Sell |
76,464
-3,152
| -4% | -$340K | 3.99% | 6 |
|
|
2022
Q4 | $8.4M | Buy |
+79,616
| New | +$8.4M | 4.48% | 5 |
|