ForthRight Wealth Management’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 | $994K | Sell |
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|
2025
Q2 | $987K | Sell |
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|
2025
Q1 | $1.55M | Sell |
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|
2024
Q4 | $1.61M | Sell |
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|
2024
Q3 | $1.75M | Sell |
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|
2024
Q2 | $2.24M | Sell |
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|
2024
Q1 | $3.2M | Sell |
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|
2023
Q4 | $3.23M | Buy |
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|
2023
Q3 | $2.52M | Sell |
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|
2023
Q2 | $2.64M | Sell |
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|
2023
Q1 | $7.62M | Sell |
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|
2022
Q4 | $8.18M | Buy |
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|
2022
Q3 | $6.24M | Sell |
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|
2022
Q2 | $12.9M | Buy |
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