XWM
Xcel Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,892
| Closed | -$206K | – | 129 |
|
|
2024
Q3 | $206K | Hold |
1,892
| – | – | 0.06% | 123 |
|
|
2024
Q2 | $202K | Hold |
1,892
| – | – | 0.06% | 122 |
|
|
2024
Q1 | $204K | Buy |
+1,892
| New | +$204K | 0.06% | 126 |
|
|
2022
Q1 | – | Sell |
-1,806
| Closed | -$210K | – | 143 |
|
|
2021
Q4 | $210K | Buy |
1,806
+5
| +0.3% | +$581 | 0.05% | 141 |
|
|
2021
Q3 | $209K | Hold |
1,801
| – | – | 0.06% | 134 |
|
|
2021
Q2 | $211K | Hold |
1,801
| – | – | 0.06% | 137 |
|
|
2021
Q1 | $209K | Hold |
1,801
| – | – | 0.07% | 127 |
|
|
2020
Q4 | $211K | Hold |
1,801
| – | – | 0.09% | 117 |
|
|
2020
Q3 | $208K | Hold |
1,801
| – | – | 0.11% | 105 |
|
|
2020
Q2 | $207K | Buy |
+1,801
| New | +$207K | 0.13% | 93 |
|