WPC
Wedmont Private Capital’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 | $51.8M | Buy |
496,553
+146,718
| +42% | +$15.3M | 2.21% | 12 |
|
|
2025
Q1 | $35.8M | Buy |
349,835
+56,439
| +19% | +$5.77M | 1.83% | 13 |
|
|
2024
Q4 | $31M | Buy |
293,396
+79,073
| +37% | +$8.35M | 1.64% | 13 |
|
|
2024
Q3 | $23.1M | Buy |
214,323
+2,383
| +1% | +$257K | 1.32% | 15 |
|
|
2024
Q2 | $22.7M | Buy |
211,940
+9,493
| +5% | +$1.02M | 1.43% | 14 |
|
|
2024
Q1 | $21.6M | Sell |
202,447
-3,297
| -2% | -$352K | 1.58% | 13 |
|
|
2023
Q4 | $22.3M | Buy |
205,744
+27,771
| +16% | +$3.01M | 1.83% | 12 |
|
|
2023
Q3 | $18.2M | Buy |
177,973
+25,232
| +17% | +$2.58M | 1.84% | 11 |
|
|
2023
Q2 | $16.3M | Buy |
152,741
+2,670
| +2% | +$285K | 1.76% | 12 |
|
|
2023
Q1 | $16.2M | Sell |
150,071
-219
| -0.1% | -$23.7K | 2.14% | 9 |
|
|
2022
Q4 | $16M | Buy |
150,290
+79,155
| +111% | +$8.44M | 2.4% | 8 |
|
|
2022
Q3 | $7.3M | Buy |
71,135
+3,456
| +5% | +$355K | 1.47% | 13 |
|
|
2022
Q2 | $7.2M | Buy |
67,679
+12,155
| +22% | +$1.29M | 1.55% | 13 |
|
|
2022
Q1 | $6.08M | Buy |
55,524
+53,782
| +3,087% | +$5.89M | 1.36% | 15 |
|
|
2021
Q4 | $201K | Buy |
+1,742
| New | +$201K | 0.06% | 236 |
|