Forum Private Client Group’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 | $331K | Sell |
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|
2025
Q2 | $487K | Buy |
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|
2025
Q1 | $439K | Buy |
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|
2024
Q4 | $443K | Buy |
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|
2024
Q3 | $299K | Buy |
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|
2024
Q2 | $215K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $338K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $328K | Buy |
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|
2023
Q1 | $299K | Hold |
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|
2022
Q4 | $293K | Buy |
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|
2022
Q3 | $270K | Hold |
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|
2022
Q2 | $280K | Buy |
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|
2022
Q1 | $268K | Buy |
|