FCA
Fortis Capital Advisors’s iShares National Muni Bond ETF MUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.34M | Buy |
22,354
+3,399
| +18% | +$355K | 0.42% | 37 |
|
|
2025
Q1 | $2M | Buy |
18,955
+16,882
| +814% | +$1.78M | 0.41% | 34 |
|
|
2024
Q4 | $223K | Hold |
2,073
| – | – | 0.08% | 163 |
|
|
2024
Q3 | $225K | Buy |
2,073
+63
| +3% | +$6.84K | 0.08% | 163 |
|
|
2024
Q2 | $214K | Buy |
+2,010
| New | +$214K | 0.08% | 147 |
|
|
2023
Q2 | – | Sell |
-239
| Closed | -$25.8K | – | 430 |
|
|
2023
Q1 | $25.8K | Hold |
239
| – | – | 0.01% | 377 |
|
|
2022
Q4 | $25.2K | Buy |
+239
| New | +$25.2K | 0.02% | 377 |
|