Compass Financial Group (Florida)’s iShares National Muni Bond ETF MUB Stock Holding History

Compass Financial Group (Florida)’s Portfolio MUB Stock Details MUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.17M	Buy
2025 Q1	$1.16M	Buy
2024 Q4	$1.17M	Buy
2024 Q3	$1.19M	Buy
2024 Q2	$1.09M	Buy
2024 Q1	$988K	Sell
2023 Q4	$1M	Buy