A detailed history of Forum Financial Management, LP transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Forum Financial Management, LP holds 260,100 shares of MUB stock, worth $27.6 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
260,100
Previous 264,212 1.56%
Holding current value
$27.6 Million
Previous $28.2 Million 0.37%
% of portfolio
0.54%
Previous 0.58%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

SELL
$106.13 - $108.7 $436,406 - $446,974
-4,112 Reduced 1.56%
260,100 $28.3 Million
Q2 2024

Jul 30, 2024

SELL
$105.37 - $107.16 $18.4 Million - $18.7 Million
-174,597 Reduced 39.79%
264,212 $28.2 Million
Q1 2024

May 09, 2024

BUY
$107.41 - $108.76 $5.18 Million - $5.25 Million
48,260 Added 12.36%
438,809 $47.2 Million
Q4 2023

Feb 07, 2024

BUY
$100.97 - $108.77 $14.8 Million - $16 Million
146,648 Added 60.13%
390,549 $42.3 Million
Q3 2023

Nov 03, 2023

SELL
$102.54 - $107.39 $3.52 Million - $3.69 Million
-34,376 Reduced 12.35%
243,901 $25 Million
Q2 2023

Jul 26, 2023

SELL
$105.16 - $108.58 $1.09 Million - $1.13 Million
-10,370 Reduced 3.59%
278,277 $29.7 Million
Q1 2023

Apr 19, 2023

SELL
$104.99 - $108.49 $10.6 Million - $10.9 Million
-100,794 Reduced 25.88%
288,647 $31.1 Million
Q4 2022

Jan 24, 2023

BUY
$101.51 - $106.72 $19.8 Million - $20.9 Million
195,528 Added 100.83%
389,441 $0
Q3 2022

Nov 07, 2022

BUY
$102.55 - $108.59 $10.1 Million - $10.7 Million
98,726 Added 103.72%
193,913 $19.9 Million
Q2 2022

Aug 15, 2022

BUY
$104.73 - $109.51 $7.99 Million - $8.36 Million
76,306 Added 404.14%
95,187 $10.1 Million
Q1 2022

May 16, 2022

BUY
$109.33 - $116.18 $1.58 Million - $1.68 Million
14,495 Added 330.48%
18,881 $2.07 Million
Q4 2021

Feb 18, 2022

BUY
$115.39 - $116.62 $506,100 - $511,495
4,386 New
4,386 $510,000

Others Institutions Holding MUB

About ISHARES NATIONAL MUNI BOND ETF


  • Ticker MUB
  • Sector ETFs
  • Industry ETFs
More about MUB
Track This Portfolio

Track Forum Financial Management, LP Portfolio

Follow Forum Financial Management, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forum Financial Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Forum Financial Management, LP with notifications on news.