Forvis Mazars Wealth Advisors’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
Q2 | $67.7M | Buy |
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2025
Q1 | $67.6M | Buy |
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|
2024
Q4 | $68M | Buy |
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|
2024
Q3 | $63.5M | Buy |
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|
2024
Q2 | $61.6M | Buy |
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|
2024
Q1 | $62M | Buy |
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|
2023
Q4 | $58.2M | Buy |
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|
2023
Q3 | $51.7M | Buy |
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|
2023
Q2 | $48M | Buy |
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|
2023
Q1 | $37.3M | Buy |
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|
2022
Q4 | $11.5M | Buy |
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|
2022
Q3 | $4.87M | Sell |
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|
2022
Q2 | $13.1M | Buy |
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|
2022
Q1 | $2.79M | Buy |
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|
2021
Q4 | $233K | Sell |
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|
2021
Q3 | $264K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $211K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1.07M | Buy |
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|
2019
Q1 | $1.01M | Sell |
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|
2018
Q4 | $5.99M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $405K | Sell |
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|
2016
Q4 | $580K | Buy |
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|
2016
Q3 | $593K | Buy |
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|
2016
Q2 | $383K | Hold |
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|
2016
Q1 | $376K | Sell |
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|
2015
Q4 | $401K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $246K | Sell |
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|
2013
Q4 | $267K | Hold |
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|
2013
Q3 | $269K | Buy |
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