FSM 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
Q3
$2.26M Sell
2025
Q2
$2.8M Sell
2025
Q1
$7.76M Buy
2024
Q4
$7.53M Buy
2024
Q3
$6.36M Buy
2024
Q2
$6.07M Buy
2024
Q1
$5.4M Buy
2023
Q4
$4.17M Buy
2023
Q3
$3.65M Buy
2023
Q2
$3.69M Sell
2023
Q1
$4.01M Buy
2022
Q4
$3.01M Buy
2022
Q3
$1.79M Buy
2022
Q2
$1.8M Buy