Forum Financial 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 | $2.79M | Sell |
|
|||||
|
2025
Q2 | $3.24M | Sell |
|
|||||
|
2025
Q1 | $11.2M | Sell |
|
|||||
|
2024
Q4 | $17.8M | Sell |
|
|||||
|
2024
Q3 | $28.3M | Sell |
|
|||||
|
2024
Q2 | $28.2M | Sell |
|
|||||
|
2024
Q1 | $47.2M | Buy |
|
|||||
|
2023
Q4 | $42.3M | Buy |
|
|||||
|
2023
Q3 | $25M | Sell |
|
|||||
|
2023
Q2 | $29.7M | Sell |
|
|||||
|
2023
Q1 | $31.1M | Sell |
|
|||||
|
2022
Q4 | $41.1M | Buy |
|
|||||
|
2022
Q3 | $19.9M | Buy |
|
|||||
|
2022
Q2 | $10.1M | Buy |
|
|||||
|
2022
Q1 | $2.07M | Buy |
|
|||||
|
2021
Q4 | $510K | Buy |
|