WWA
WCG 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
Q1 | – | Sell |
-12,261
| Closed | -$1.31M | – | 313 |
|
|
2024
Q4 | $1.31M | Buy |
12,261
+1,506
| +14% | +$160K | 0.09% | 182 |
|
|
2024
Q3 | $1.17M | Buy |
+10,755
| New | +$1.17M | 0.08% | 209 |
|
|
2024
Q1 | – | Sell |
-10,838
| Closed | -$1.18M | – | 290 |
|
|
2023
Q4 | $1.18M | Sell |
10,838
-1,478
| -12% | -$160K | 0.09% | 185 |
|
|
2023
Q3 | $1.26M | Buy |
12,316
+2,209
| +22% | +$227K | 0.09% | 175 |
|
|
2023
Q2 | $1.08M | Buy |
+10,107
| New | +$1.08M | 0.13% | 108 |
|
|
2023
Q1 | – | Sell |
-10,784
| Closed | -$1.14M | – | 163 |
|
|
2022
Q4 | $1.14M | Buy |
10,784
+1,120
| +12% | +$118K | 0.16% | 98 |
|
|
2022
Q3 | $991K | Buy |
9,664
+1,643
| +20% | +$168K | 0.13% | 125 |
|
|
2022
Q2 | $853K | Buy |
+8,021
| New | +$853K | 0.12% | 134 |
|