Fiducient Advisors’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
Q1 | – | Sell |
-4,338
| Closed | -$462K | – | 164 |
|
|
2024
Q4 | $462K | Buy |
4,338
+40
| +0.9% | +$4.26K | 0.06% | 98 |
|
|
2024
Q3 | $467K | Buy |
+4,298
| New | +$467K | 0.05% | 87 |
|
|
2023
Q4 | – | Sell |
-7,526
| Closed | -$772K | – | 119 |
|
|
2023
Q3 | $772K | Sell |
7,526
-69
| -0.9% | -$7.08K | 0.04% | 59 |
|
|
2023
Q2 | $811K | Buy |
7,595
+58
| +0.8% | +$6.19K | 0.25% | 29 |
|
|
2023
Q1 | $812K | Buy |
+7,537
| New | +$812K | 0.26% | 27 |
|
|
2019
Q1 | – | Sell |
-4,897
| Closed | -$534K | – | 23 |
|
|
2018
Q4 | $534K | Buy |
+4,897
| New | +$534K | 0.31% | 16 |
|