FOCUS Wealth 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 | $476K | Buy |
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|
2025
Q2 | $451K | Hold |
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|
2025
Q1 | $455K | Hold |
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|
2024
Q4 | $460K | Hold |
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|
2024
Q3 | $469K | Hold |
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|
2024
Q2 | $460K | Hold |
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|
2024
Q1 | $464K | Hold |
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|
2023
Q4 | $468K | Sell |
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|
2023
Q3 | $849K | Sell |
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|
2023
Q2 | $1.25M | Buy |
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|
2023
Q1 | $1.26M | Sell |
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|
2022
Q4 | $1.29M | Sell |
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|
2022
Q3 | $1.51M | Buy |
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|
2022
Q2 | $1.56M | Hold |
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|
2022
Q1 | $1.61M | Sell |
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|
2021
Q4 | $2.01M | Hold |
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|
2021
Q3 | $2.01M | Buy |
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|
2021
Q2 | $1.56M | Sell |
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|
2021
Q1 | $1.67M | Buy |
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|
2020
Q4 | $1.54M | Buy |
|