Beaumont Financial Advisors’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.62M | Sell |
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|
2025
Q2 | $1.61M | Sell |
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|
2025
Q1 | $1.98M | Sell |
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|
2024
Q4 | $2.4M | Buy |
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|
2024
Q3 | $2.29M | Sell |
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|
2024
Q2 | $2.42M | Buy |
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|
2024
Q1 | $1.57M | Buy |
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|
2023
Q4 | $1.31M | Sell |
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|
2023
Q3 | $1.81M | Sell |
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|
2023
Q2 | $1.91M | Sell |
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|
2023
Q1 | $1.98M | Sell |
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|
2022
Q4 | $1.96M | Buy |
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|
2022
Q3 | $1.85M | Sell |
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|
2022
Q2 | $2.36M | Sell |
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|
2022
Q1 | $9.95M | Buy |
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|
2021
Q4 | $5.51M | Sell |
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|
2021
Q3 | $5.7M | Sell |
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|
2021
Q2 | $5.81M | Buy |
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|
2021
Q1 | $5.64M | Buy |
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|
2020
Q4 | $5.51M | Buy |
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|
2020
Q3 | $5.42M | Buy |
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|
2020
Q2 | $5.29M | Buy |
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|
2020
Q1 | $5.03M | Sell |
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|
2019
Q4 | $5.12M | Buy |
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|
2019
Q3 | $4.42M | Sell |
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|
2019
Q2 | $4.39M | Sell |
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|
2019
Q1 | $4.44M | Buy |
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|
2018
Q4 | $4.14M | Buy |
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|
2018
Q3 | $3.36M | Sell |
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|
2018
Q2 | $3.66M | Sell |
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|
2018
Q1 | $3.97M | Sell |
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|
2017
Q4 | $8.3M | Buy |
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|
2017
Q3 | $7.75M | Buy |
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|
2017
Q2 | $7.55M | Buy |
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|
2017
Q1 | $7.3M | Buy |
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|
2016
Q4 | $6.43M | Sell |
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|
2016
Q3 | $17.7M | Sell |
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|
2016
Q2 | $17.9M | Buy |
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|
2016
Q1 | $12.3M | Sell |
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|
2015
Q4 | $15.7M | Buy |
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|
2015
Q3 | $11.6M | Hold |
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|
2015
Q2 | $11.6M | Sell |
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|
2015
Q1 | $12.9M | Buy |
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|
2014
Q4 | $8.49M | Buy |
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