Accretive Wealth Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,241	Closed	-$243K	–	131
2024 Q3	$243K	Sell	2,241 -247	-10%	-$26.8K	0.1%	124
2024 Q2	$265K	Sell	2,488 -68	-3%	-$7.25K	0.11%	123
2024 Q1	$273K	Sell	2,556 -75	-3%	-$8K	0.12%	122
2023 Q4	$285K	Buy	+2,631	New	+$285K	0.14%	118