Forum Financial Management’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 | $3.24M | Sell |
31,002
-74,902
| -71% | -$7.83M | 0.05% | 81 |
|
|
2025
Q1 | $11.2M | Sell |
105,904
-61,313
| -37% | -$6.46M | 0.18% | 33 |
|
|
2024
Q4 | $17.8M | Sell |
167,217
-92,883
| -36% | -$9.9M | 0.3% | 24 |
|
|
2024
Q3 | $28.3M | Sell |
260,100
-4,112
| -2% | -$447K | 0.47% | 17 |
|
|
2024
Q2 | $28.2M | Sell |
264,212
-174,597
| -40% | -$18.6M | 0.51% | 18 |
|
|
2024
Q1 | $47.2M | Buy |
438,809
+48,260
| +12% | +$5.19M | 0.81% | 15 |
|
|
2023
Q4 | $42.3M | Buy |
390,549
+146,648
| +60% | +$15.9M | 0.8% | 14 |
|
|
2023
Q3 | $25M | Sell |
243,901
-34,376
| -12% | -$3.52M | 0.55% | 17 |
|
|
2023
Q2 | $29.7M | Sell |
278,277
-10,370
| -4% | -$1.11M | 0.67% | 16 |
|
|
2023
Q1 | $31.1M | Sell |
288,647
-100,794
| -26% | -$10.9M | 0.9% | 16 |
|
|
2022
Q4 | $41.1M | Buy |
389,441
+195,528
| +101% | +$20.6M | 1.35% | 14 |
|
|
2022
Q3 | $19.9M | Buy |
193,913
+98,726
| +104% | +$10.1M | 0.96% | 13 |
|
|
2022
Q2 | $10.1M | Buy |
95,187
+76,306
| +404% | +$8.12M | 0.51% | 13 |
|
|
2022
Q1 | $2.07M | Buy |
18,881
+14,495
| +330% | +$1.59M | 0.1% | 60 |
|
|
2021
Q4 | $510K | Buy |
+4,386
| New | +$510K | 0.03% | 242 |
|