JFS 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
Q2 | $40M | Sell |
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|
2025
Q1 | $52.7M | Buy |
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|
2024
Q4 | $52.8M | Buy |
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|
2024
Q3 | $50.6M | Buy |
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|
2024
Q2 | $46.2M | Sell |
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|
2024
Q1 | $46.7M | Buy |
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|
2023
Q4 | $46.5M | Buy |
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|
2023
Q3 | $42.7M | Sell |
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|
2023
Q2 | $45.6M | Buy |
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|
2023
Q1 | $45.2M | Sell |
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|
2022
Q4 | $44.4M | Buy |
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|
2022
Q3 | $43M | Sell |
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|
2022
Q2 | $49.8M | Buy |
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|
2022
Q1 | $26.8M | Buy |
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|
2021
Q4 | $11.1M | Sell |
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|
2021
Q3 | $11.4M | Buy |
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|
2021
Q2 | $11.3M | Buy |
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|
2021
Q1 | $10.3M | Buy |
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|
2020
Q4 | $10.4M | Buy |
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|
2020
Q3 | $9.86M | Sell |
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|
2020
Q2 | $9.94M | Sell |
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|
2020
Q1 | $9.89M | Sell |
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|
2019
Q4 | $10.3M | Sell |
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|
2019
Q3 | $10.5M | Sell |
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|
2019
Q2 | $11M | Sell |
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|
2019
Q1 | $10.9M | Sell |
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|
2018
Q4 | $11.7M | Buy |
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|
2018
Q3 | $5.14M | Sell |
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|
2018
Q2 | $5.83M | Hold |
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|
2018
Q1 | $5.83M | Hold |
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|
2017
Q4 | $5.93M | Buy |
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|
2017
Q3 | $2.3M | Buy |
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|
2017
Q2 | $2.27M | Sell |
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|
2017
Q1 | $4.89M | Hold |
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|
2016
Q4 | $4.89M | Buy |
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|
2016
Q3 | $583K | Hold |
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|
2016
Q2 | $589K | Hold |
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|
2016
Q1 | $577K | Hold |
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|
2015
Q4 | $572K | Buy |
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