TFA
Tobias 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 | $3.53M | Sell |
33,768
-843
| -2% | -$88.1K | 0.6% | 30 |
|
|
2025
Q1 | $3.65M | Buy |
34,611
+4,693
| +16% | +$495K | 0.71% | 27 |
|
|
2024
Q4 | $3.19M | Sell |
29,918
-2,636
| -8% | -$281K | 0.64% | 30 |
|
|
2024
Q3 | $3.54M | Sell |
32,554
-2,076
| -6% | -$226K | 0.71% | 27 |
|
|
2024
Q2 | $3.69M | Hold |
34,630
| – | – | 0.8% | 24 |
|
|
2024
Q1 | $3.73M | Buy |
34,630
+261
| +0.8% | +$28.1K | 0.84% | 27 |
|
|
2023
Q4 | $3.73M | Buy |
34,369
+1,455
| +4% | +$158K | 0.91% | 27 |
|
|
2023
Q3 | $3.38M | Hold |
32,914
| – | – | 0.89% | 29 |
|
|
2023
Q2 | $3.51M | Hold |
32,914
| – | – | 0.95% | 31 |
|
|
2023
Q1 | $3.55M | Sell |
32,914
-32
| -0.1% | -$3.45K | 1.04% | 29 |
|
|
2022
Q4 | $3.48M | Buy |
32,946
+29,441
| +840% | +$3.11M | 1.14% | 28 |
|
|
2022
Q3 | $360K | Sell |
3,505
-771
| -18% | -$79.2K | 0.13% | 65 |
|
|
2022
Q2 | $455K | Buy |
+4,276
| New | +$455K | 0.15% | 61 |
|