Gallagher Fiduciary Advisors’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
Q1 | – | Sell |
-3,776
| Closed | -$402K | – | 327 |
|
|
2024
Q4 | $402K | Buy |
3,776
+95
| +3% | +$10.1K | 0.08% | 172 |
|
|
2024
Q3 | $400K | Buy |
3,681
+4
| +0.1% | +$435 | 0.08% | 153 |
|
|
2024
Q2 | $392K | Buy |
3,677
+211
| +6% | +$22.5K | 0.09% | 125 |
|
|
2024
Q1 | $373K | Sell |
3,466
-497
| -13% | -$53.5K | 0.01% | 127 |
|
|
2023
Q4 | $430K | Sell |
3,963
-151
| -4% | -$16.4K | 0.01% | 113 |
|
|
2023
Q3 | $422K | Sell |
4,114
-1,148
| -22% | -$118K | 0.04% | 108 |
|
|
2023
Q2 | $562K | Buy |
5,262
+384
| +8% | +$41K | 0.04% | 116 |
|
|
2023
Q1 | $526K | Buy |
+4,878
| New | +$526K | 0.04% | 115 |
|