BFSG LLC’s iShares National Muni Bond ETF MUB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.4K Hold
100
﹤0.01% 506
2025
Q1
$10.5K Hold
100
﹤0.01% 496
2024
Q4
$10.7K Sell
100
-1,289
-93% -$137K ﹤0.01% 499
2024
Q3
$151K Buy
1,389
+1,189
+595% +$129K 0.02% 276
2024
Q2
$21.3K Sell
200
-75
-27% -$7.99K ﹤0.01% 420
2024
Q1
$29.6K Hold
275
﹤0.01% 412
2023
Q4
$29.8K Buy
+275
New +$29.8K ﹤0.01% 390
2018
Q4
Sell
-4,714
Closed -$509K 119
2018
Q3
$509K Hold
4,714
0.21% 90
2018
Q2
$514K Hold
4,714
0.23% 79
2018
Q1
$513K Buy
4,714
+200
+4% +$21.8K 0.23% 79
2017
Q4
$500K Sell
4,514
-1,651
-27% -$183K 0.21% 82
2017
Q3
$684K Hold
6,165
0.31% 73
2017
Q2
$679K Sell
6,165
-490
-7% -$54K 0.33% 71
2017
Q1
$725K Buy
+6,655
New +$725K 0.36% 73