Fiduciary Financial Group’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
$8.83M Buy
84,638
+15,515
+22% +$1.62M 1.6% 13
2025
Q1
$7.12M Buy
69,123
+20,969
+44% +$2.16M 1.55% 15
2024
Q4
$5.09M Sell
48,154
-1,010
-2% -$107K 1.11% 21
2024
Q3
$5.31M Sell
49,164
-1,392
-3% -$150K 1.22% 20
2024
Q2
$5.43M Buy
+50,556
New +$5.43M 1.31% 18