WIM
Westside Investment Management’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 | $3.56M | Buy |
34,034
+2,529
| +8% | +$264K | 0.66% | 37 |
|
|
2025
Q1 | $3.32M | Buy |
31,505
+3,193
| +11% | +$337K | 0.71% | 38 |
|
|
2024
Q4 | $3.02M | Buy |
28,312
+5,417
| +24% | +$577K | 0.64% | 40 |
|
|
2024
Q3 | $2.49M | Buy |
22,895
+76
| +0.3% | +$8.25K | 0.53% | 49 |
|
|
2024
Q2 | $2.43M | Buy |
22,819
+2,401
| +12% | +$256K | 0.56% | 43 |
|
|
2024
Q1 | $2.2M | Buy |
20,418
+322
| +2% | +$34.6K | 0.53% | 47 |
|
|
2023
Q4 | $2.18M | Sell |
20,096
-619
| -3% | -$67.1K | 0.56% | 49 |
|
|
2023
Q3 | $2.12M | Buy |
20,715
+1,679
| +9% | +$172K | 0.61% | 41 |
|
|
2023
Q2 | $2.03M | Buy |
19,036
+840
| +5% | +$89.7K | 0.57% | 43 |
|
|
2023
Q1 | $1.96M | Buy |
18,196
+233
| +1% | +$25.1K | 0.58% | 46 |
|
|
2022
Q4 | $76K | Sell |
17,963
-264
| -1% | -$1.12K | 0.19% | 102 |
|
|
2022
Q3 | $73.6K | Sell |
18,227
-1,883
| -9% | -$7.6K | 0.18% | 109 |
|
|
2022
Q2 | $51.8K | Buy |
20,110
+1,460
| +8% | +$3.76K | 0.12% | 123 |
|
|
2022
Q1 | $51.7K | Sell |
18,650
-9,985
| -35% | -$27.7K | 0.11% | 123 |
|
|
2021
Q4 | $56K | Buy |
28,635
+2,075
| +8% | +$4.06K | 0.13% | 115 |
|
|
2021
Q3 | $55.7K | Buy |
26,560
+3,995
| +18% | +$8.38K | 0.13% | 114 |
|
|
2021
Q2 | $55.8K | Buy |
22,565
+6,950
| +45% | +$17.2K | 0.13% | 114 |
|
|
2021
Q1 | $1.81K | Buy |
15,615
+1,913
| +14% | +$222 | ﹤0.01% | 214 |
|
|
2020
Q4 | $1.61K | Buy |
13,702
+1,703
| +14% | +$199 | ﹤0.01% | 178 |
|
|
2020
Q3 | $1.39K | Buy |
11,999
+664
| +6% | +$77 | ﹤0.01% | 189 |
|
|
2020
Q2 | $1.31K | Buy |
11,335
+808
| +8% | +$93 | ﹤0.01% | 171 |
|
|
2020
Q1 | $1.19K | Buy |
+10,527
| New | +$1.19K | ﹤0.01% | 178 |
|
|
2019
Q2 | $998 | Buy |
+8,827
| New | +$998 | ﹤0.01% | 115 |
|
|
2018
Q4 | $861K | Sell |
7,896
-1,327
| -14% | -$145K | 0.32% | 56 |
|
|
2018
Q3 | $993K | Sell |
9,223
-13
| -0.1% | -$1.4K | 0.32% | 51 |
|
|
2018
Q2 | $1M | Buy |
9,236
+88
| +1% | +$9.57K | 0.35% | 45 |
|
|
2018
Q1 | $994K | Buy |
9,148
+297
| +3% | +$32.3K | 0.55% | 43 |
|
|
2017
Q4 | $978K | Buy |
8,851
+753
| +9% | +$83.2K | 0.53% | 48 |
|
|
2017
Q3 | $897K | Buy |
8,098
+569
| +8% | +$63K | 0.54% | 49 |
|
|
2017
Q2 | $827K | Buy |
7,529
+1,077
| +17% | +$118K | 0.54% | 48 |
|
|
2017
Q1 | $703K | Buy |
6,452
+1,557
| +32% | +$170K | 0.34% | 54 |
|
|
2016
Q4 | $533K | Buy |
+4,895
| New | +$533K | 0.36% | 40 |
|