Focus Financial Network’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
$6.52M Sell
62,422
-20,262
-25% -$2.12M 0.26% 67
2025
Q1
$8.72M Buy
82,684
+3,851
+5% +$406K 0.36% 55
2024
Q4
$8.4M Sell
78,833
-1,369
-2% -$146K 0.33% 54
2024
Q3
$8.71M Buy
80,202
+17,795
+29% +$1.93M 0.36% 50
2024
Q2
$6.71M Buy
62,407
+778
+1% +$83.6K 0.29% 66
2024
Q1
$6.56M Sell
61,629
-4,380
-7% -$466K 0.32% 64
2023
Q4
$7.16M Buy
66,009
+4,158
+7% +$451K 0.27% 83
2023
Q3
$6.34M Buy
61,851
+1,449
+2% +$149K 0.36% 58
2023
Q2
$6.45M Buy
60,402
+21,142
+54% +$2.26M 0.36% 56
2023
Q1
$4.23M Buy
39,260
+10,317
+36% +$1.11M 0.26% 82
2022
Q4
$3.05M Buy
28,943
+8,237
+40% +$869K 0.25% 85
2022
Q3
$2.12M Buy
20,706
+6,107
+42% +$626K 0.18% 104
2022
Q2
$1.55M Sell
14,599
-450
-3% -$47.9K 0.13% 137
2022
Q1
$1.65M Buy
15,049
+12,276
+443% +$1.35M 0.12% 144
2021
Q4
$322K Buy
2,773
+187
+7% +$21.7K 0.05% 281
2021
Q3
$300K Buy
2,586
+175
+7% +$20.3K 0.04% 339
2021
Q2
$283K Sell
2,411
-13,918
-85% -$1.63M 0.04% 347
2021
Q1
$1.89M Buy
16,329
+4,991
+44% +$579K 0.22% 105
2020
Q4
$1.33M Buy
11,338
+1,327
+13% +$156K 0.12% 153
2020
Q3
$1.16M Sell
10,011
-4,538
-31% -$526K 0.11% 166
2020
Q2
$1.68M Buy
14,549
+8,465
+139% +$977K 0.19% 113
2020
Q1
$688K Buy
+6,084
New +$688K 0.09% 174