Heritage Family Offices’s iShares National Muni Bond ETF MUB Stock Holding History

Heritage Family Offices’s Portfolio MUB Stock Details MUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$289K	Sell
2025 Q2	$634K	Hold
2025 Q1	$636K	Sell
2024 Q4	$678K	Sell
2024 Q3	$730K	Sell
2024 Q2	$792K	Buy