CFS Investment Advisory Services’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 | $3.28M | Sell |
31,363
-2,965
| -9% | -$310K | 0.27% | 77 |
|
|
2025
Q1 | $3.62M | Sell |
34,328
-18,377
| -35% | -$1.94M | 0.32% | 68 |
|
|
2024
Q4 | $5.62M | Sell |
52,705
-3,544
| -6% | -$378K | 0.5% | 44 |
|
|
2024
Q3 | $6.11M | Sell |
56,249
-334
| -0.6% | -$36.3K | 0.51% | 39 |
|
|
2024
Q2 | $6.03M | Buy |
+56,583
| New | +$6.03M | 0.49% | 45 |
|
|
2023
Q3 | – | Sell |
-21,288
| Closed | -$2.27M | – | 218 |
|
|
2023
Q2 | $2.27M | Buy |
+21,288
| New | +$2.27M | 0.29% | 65 |
|