MFT

Moisand Fitzgerald Tamayo’s iShares National Muni Bond ETF MUB Stock Holding History

Moisand Fitzgerald Tamayo’s Portfolio MUB Stock Details MUB Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$176K	Hold	1,683	–	–	0.02%	123
2025 Q1	$177K	Hold	1,683	–	–	0.02%	123
2024 Q4	$179K	Hold	1,683	–	–	0.03%	120
2024 Q3	$183K	Hold	1,683	–	–	0.03%	120
2024 Q2	$179K	Sell	1,683 -48	-3%	-$5.11K	0.03%	112
2024 Q1	$186K	Hold	1,731	–	–	0.03%	108
2023 Q4	$188K	Sell	1,731 -95	-5%	-$10.3K	0.03%	105
2023 Q3	$187K	Sell	1,826 -75	-4%	-$7.69K	0.04%	100
2023 Q2	$203K	Sell	1,901 -104	-5%	-$11.1K	0.04%	99
2023 Q1	$216K	Sell	2,005 -147	-7%	-$15.8K	0.05%	96
2022 Q4	$227K	Sell	2,152 -251	-10%	-$26.5K	0.05%	93
2022 Q3	$246K	Sell	2,403 -154	-6%	-$15.8K	0.07%	85
2022 Q2	$272K	Sell	2,557 -54	-2%	-$5.74K	0.07%	82
2022 Q1	$286K	Buy	2,611 +145	+6%	+$15.9K	0.13%	64
2021 Q4	$287K	Hold	2,466	–	–	0.08%	78
2021 Q3	$286K	Sell	2,466 -28	-1%	-$3.25K	0.1%	77
2021 Q2	$292K	Hold	2,494	–	–	0.11%	71
2021 Q1	$289K	Hold	2,494	–	–	0.12%	67
2020 Q4	$292K	Hold	2,494	–	–	0.13%	66
2020 Q3	$289K	Sell	2,494 -130	-5%	-$15.1K	0.15%	61
2020 Q2	$303K	Hold	2,624	–	–	0.17%	57
2020 Q1	$297K	Hold	2,624	–	–	0.19%	58
2019 Q4	$299K	Hold	2,624	–	–	0.15%	64
2019 Q3	$299K	Hold	2,624	–	–	0.16%	60
2019 Q2	$297K	Hold	2,624	–	–	0.16%	62
2019 Q1	$292K	Sell	2,624 -31	-1%	-$3.45K	0.16%	61
2018 Q4	$290K	Hold	2,655	–	–	0.18%	58
2018 Q3	$287K	Sell	2,655 -34	-1%	-$3.68K	0.16%	62
2018 Q2	$293K	Hold	2,689	–	–	0.17%	61
2018 Q1	$293K	Hold	2,689	–	–	0.17%	61
2017 Q4	$298K	Hold	2,689	–	–	0.17%	51
2017 Q3	$298K	Sell	2,689 -1,164	-30%	-$129K	0.18%	52
2017 Q2	$424K	Sell	3,853 -228	-6%	-$25.1K	0.29%	42
2017 Q1	$445K	Hold	4,081	–	–	0.31%	39
2016 Q4	$441K	Hold	4,081	–	–	0.33%	40
2016 Q3	$460K	Sell	4,081 -170	-4%	-$19.2K	0.35%	40
2016 Q2	$484K	Hold	4,251	–	–	0.4%	40
2016 Q1	$475K	Sell	4,251 -302	-7%	-$33.7K	0.38%	39
2015 Q4	$504K	Buy	+4,553	New	+$504K	0.43%	36