WAS
Wealth Advisory Solutions’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 | $8.62M | Buy |
82,480
+2,155
| +3% | +$225K | 2.18% | 11 |
|
|
2025
Q1 | $8.47M | Buy |
+80,325
| New | +$8.47M | 2.24% | 10 |
|
|
2021
Q3 | $803K | Sell |
6,915
-5,035
| -42% | -$585K | 0.18% | 90 |
|
|
2021
Q2 | $1.4M | Sell |
11,950
-1,400
| -10% | -$164K | 0.33% | 76 |
|
|
2021
Q1 | $2K | Buy |
13,350
+8,952
| +204% | +$1.34K | ﹤0.01% | 109 |
|
|
2020
Q4 | $515K | Hold |
4,398
| – | – | 0.14% | 92 |
|
|
2020
Q3 | $509K | Hold |
4,398
| – | – | 0.14% | 107 |
|
|
2020
Q2 | $507K | Buy |
4,398
+200
| +5% | +$23.1K | 0.14% | 110 |
|
|
2020
Q1 | $474K | Buy |
4,198
+398
| +10% | +$44.9K | 0.16% | 102 |
|
|
2019
Q4 | $433K | Buy |
+3,800
| New | +$433K | 0.11% | 127 |
|