Tobias Financial 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
Q3
$455K Sell
2025
Q2
$3.53M Sell
2025
Q1
$3.65M Buy
2024
Q4
$3.19M Sell
2024
Q3
$3.54M Sell
2024
Q2
$3.69M Hold
2024
Q1
$3.73M Buy
2023
Q4
$3.73M Buy
2023
Q3
$3.38M Hold
2023
Q2
$3.51M Hold
2023
Q1
$3.55M Sell
2022
Q4
$3.48M Buy
2022
Q3
$360K Sell
2022
Q2
$455K Buy