Fermata Advisors’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
Q3 | – | Sell |
|
|||||
|
2025
Q2 | $267K | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $283K | Buy |
|
|||||
|
2024
Q3 | $287K | Buy |
|
|||||
|
2024
Q2 | $278K | Sell |
|
|||||
|
2024
Q1 | $286K | Hold |
|
|||||
|
2023
Q4 | $289K | Buy |
|
|||||
|
2023
Q3 | $258K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $304K | Buy |
|
|||||
|
2022
Q1 | $283K | Buy |
|
|||||
|
2021
Q4 | $297K | Buy |
|