Foundations Investment 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
Q3
$4.53M Sell
2025
Q2
$4.83M Buy
2025
Q1
$3.25M Buy
2024
Q4
$2.76M Buy
2024
Q3
$2.06M Buy
2024
Q2
$1.33M Buy
2024
Q1
$1.01M Buy
2023
Q4
$920K Sell
2023
Q3
$1.12M Sell
2023
Q2
$1.71M Buy
2020
Q1
Sell
2019
Q4
$18M Buy
2019
Q3
$11M Buy
2019
Q2
$8.69M Buy
2019
Q1
Sell
2018
Q4
$6.71M Buy
2018
Q3
$264K Sell
2018
Q2
$721K Buy