WFA
West Financial 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
Q2 | $583K | Sell |
5,582
-1,213
| -18% | -$127K | 0.1% | 41 |
|
|
2025
Q1 | $716K | Buy |
6,795
+77
| +1% | +$8.12K | 0.14% | 39 |
|
|
2024
Q4 | $716K | Buy |
6,718
+4
| +0.1% | +$426 | 0.14% | 38 |
|
|
2024
Q3 | $729K | Hold |
6,714
| – | – | 0.14% | 38 |
|
|
2024
Q2 | $715K | Sell |
6,714
-2,640
| -28% | -$281K | 0.15% | 37 |
|
|
2024
Q1 | $1.01M | Buy |
9,354
+2,647
| +39% | +$285K | 0.22% | 34 |
|
|
2023
Q4 | $727K | Sell |
6,707
-846
| -11% | -$91.7K | 0.17% | 35 |
|
|
2023
Q3 | $774K | Buy |
7,553
+857
| +13% | +$87.9K | 0.19% | 34 |
|
|
2023
Q2 | $715K | Sell |
6,696
-23
| -0.3% | -$2.46K | 0.18% | 31 |
|
|
2023
Q1 | $724K | Buy |
6,719
+1,114
| +20% | +$120K | 0.19% | 31 |
|
|
2022
Q4 | $591K | Sell |
5,605
-315,780
| -98% | -$33.3M | 0.17% | 33 |
|
|
2022
Q3 | $33M | Buy |
321,385
+72,099
| +29% | +$7.4M | 9.88% | 3 |
|
|
2022
Q2 | $26.5M | Sell |
249,286
-23,464
| -9% | -$2.5M | 7.71% | 4 |
|
|
2022
Q1 | $29.9M | Buy |
272,750
+2,136
| +0.8% | +$234K | 7.87% | 4 |
|
|
2021
Q4 | $31.5M | Sell |
270,614
-54,059
| -17% | -$6.29M | 8.44% | 4 |
|
|
2021
Q3 | $37.7M | Buy |
324,673
+10,556
| +3% | +$1.23M | 11.04% | 3 |
|
|
2021
Q2 | $36.8M | Buy |
314,117
+6,249
| +2% | +$732K | 11.25% | 2 |
|
|
2021
Q1 | $35.7M | Buy |
307,868
+1,554
| +0.5% | +$180K | 11.98% | 2 |
|
|
2020
Q4 | $35.9M | Buy |
+306,314
| New | +$35.9M | 12.72% | 2 |
|