MFA
Mayflower Financial Advisors’s iShares National Muni Bond ETF MUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.36M | Sell |
51,310
-13,108
| -20% | -$1.37M | 0.75% | 32 |
|
|
2025
Q1 | $6.79M | Sell |
64,418
-5,798
| -8% | -$611K | 1.03% | 18 |
|
|
2024
Q4 | $7.48M | Buy |
70,216
+2,489
| +4% | +$265K | 1.12% | 15 |
|
|
2024
Q3 | $7.36M | Buy |
67,727
+505
| +0.8% | +$54.9K | 1.11% | 16 |
|
|
2024
Q2 | $7.16M | Sell |
67,222
-369
| -0.5% | -$39.3K | 1.18% | 15 |
|
|
2024
Q1 | $7.27M | Buy |
67,591
+3,573
| +6% | +$384K | 1.22% | 12 |
|
|
2023
Q4 | $6.94M | Sell |
64,018
-61,090
| -49% | -$6.62M | 0.96% | 24 |
|
|
2023
Q3 | $12.8M | Buy |
125,108
+4,104
| +3% | +$421K | 1.92% | 12 |
|
|
2023
Q2 | $12.9M | Sell |
121,004
-2,598
| -2% | -$277K | 1.67% | 14 |
|
|
2023
Q1 | $13.3M | Sell |
123,602
-7,080
| -5% | -$763K | 1.75% | 13 |
|
|
2022
Q4 | $13.8M | Buy |
130,682
+51,334
| +65% | +$5.42M | 1.91% | 12 |
|
|
2022
Q3 | $8.14M | Sell |
79,348
-16,738
| -17% | -$1.72M | 1.31% | 19 |
|
|
2022
Q2 | $10.2M | Buy |
96,086
+3,871
| +4% | +$412K | 1.57% | 14 |
|
|
2022
Q1 | $10.1M | Buy |
92,215
+4,051
| +5% | +$444K | 1.36% | 17 |
|
|
2021
Q4 | $10.3M | Buy |
88,164
+3,674
| +4% | +$427K | 1.36% | 19 |
|
|
2021
Q3 | $9.79M | Buy |
84,490
+7,279
| +9% | +$843K | 1.32% | 20 |
|
|
2021
Q2 | $9.05M | Buy |
77,211
+3,741
| +5% | +$438K | 1.24% | 23 |
|
|
2021
Q1 | $8.53M | Buy |
73,470
+4,699
| +7% | +$545K | 1.26% | 22 |
|
|
2020
Q4 | $8.06M | Buy |
+68,771
| New | +$8.06M | 1.39% | 21 |
|