Forza Wealth 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 | $5.19M | Buy |
49,700
+39,300
| +378% | +$4.11M | 2.13% | 7 |
|
|
2025
Q1 | $1.1M | Hold |
10,400
| – | – | 0.49% | 49 |
|
|
2024
Q4 | $1.11M | Hold |
10,400
| – | – | 0.5% | 49 |
|
|
2024
Q3 | $1.13M | Hold |
10,400
| – | – | 0.52% | 51 |
|
|
2024
Q2 | $1.11M | Hold |
10,400
| – | – | 0.57% | 49 |
|
|
2024
Q1 | $1.12M | Hold |
10,400
| – | – | 0.58% | 51 |
|
|
2023
Q4 | $1.13M | Buy |
+10,400
| New | +$1.13M | 0.62% | 48 |
|