Heritage Financial Services’s iShares National Muni Bond ETF MUB Stock Holding History

Heritage Financial Services’s Portfolio MUB Stock Details MUB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$486K	Hold
2025 Q2	$477K	Sell
2025 Q1	$485K	Sell
2024 Q4	$640K	Buy
2024 Q3	$564K	Sell
2024 Q2	$567K	Buy
2024 Q1	$558K	Hold
2023 Q4	$563K	Buy