Erickson Financial Group’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
Q2 | $340K | Buy |
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|
2025
Q1 | $283K | Hold |
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|
2024
Q4 | $286K | Sell |
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|
2024
Q3 | $396K | Sell |
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|
2024
Q2 | $411K | Sell |
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|
2024
Q1 | $437K | Sell |
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|
2023
Q4 | $484K | Sell |
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|
2023
Q3 | $460K | Sell |
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|
2023
Q2 | $482K | Sell |
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|
2023
Q1 | $511K | Sell |
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|
2022
Q4 | $571K | Sell |
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|
2022
Q3 | $837K | Sell |
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|
2022
Q2 | $892K | Buy |
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|
2022
Q1 | $774K | Sell |
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|
2021
Q4 | $945K | Buy |
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