EFG
Erickson Financial Group’s iShares National Muni Bond ETF MUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Buy |
3,258
+574
| +21% | +$60K | 0.23% | 20 |
|
|
2025
Q1 | $283K | Hold |
2,684
| – | – | 0.21% | 21 |
|
|
2024
Q4 | $286K | Sell |
2,684
-958
| -26% | -$102K | 0.2% | 21 |
|
|
2024
Q3 | $396K | Sell |
3,642
-212
| -6% | -$23K | 0.28% | 19 |
|
|
2024
Q2 | $411K | Sell |
3,854
-209
| -5% | -$22.3K | 0.31% | 18 |
|
|
2024
Q1 | $437K | Sell |
4,063
-399
| -9% | -$42.9K | 0.34% | 18 |
|
|
2023
Q4 | $484K | Sell |
4,462
-24
| -0.5% | -$2.6K | 0.4% | 15 |
|
|
2023
Q3 | $460K | Sell |
4,486
-27
| -0.6% | -$2.77K | 0.43% | 16 |
|
|
2023
Q2 | $482K | Sell |
4,513
-230
| -5% | -$24.5K | 0.44% | 16 |
|
|
2023
Q1 | $511K | Sell |
4,743
-670
| -12% | -$72.2K | 0.51% | 16 |
|
|
2022
Q4 | $571K | Sell |
5,413
-2,751
| -34% | -$290K | 0.62% | 16 |
|
|
2022
Q3 | $837K | Sell |
8,164
-219
| -3% | -$22.5K | 0.93% | 17 |
|
|
2022
Q2 | $892K | Buy |
8,383
+1,320
| +19% | +$140K | 0.96% | 16 |
|
|
2022
Q1 | $774K | Sell |
7,063
-1,065
| -13% | -$117K | 0.7% | 16 |
|
|
2021
Q4 | $945K | Buy |
+8,128
| New | +$945K | 0.81% | 16 |
|