West 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 | $426 | Sell |
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|
2025
Q2 | $583K | Sell |
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|
2025
Q1 | $716K | Buy |
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|
2024
Q4 | $716K | Buy |
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|
2024
Q3 | $729K | Hold |
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|
2024
Q2 | $715K | Sell |
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|
2024
Q1 | $1.01M | Buy |
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|
2023
Q4 | $727K | Sell |
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|
2023
Q3 | $774K | Buy |
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|
2023
Q2 | $715K | Sell |
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|
2023
Q1 | $724K | Buy |
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|
2022
Q4 | $591K | Sell |
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|
2022
Q3 | $33M | Buy |
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|
2022
Q2 | $26.5M | Sell |
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|
2022
Q1 | $29.9M | Buy |
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|
2021
Q4 | $31.5M | Sell |
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|
2021
Q3 | $37.7M | Buy |
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|
2021
Q2 | $36.8M | Buy |
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|
2021
Q1 | $35.7M | Buy |
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|
2020
Q4 | $35.9M | Buy |
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