Acorn Financial Advisory Services’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
2025
Q2
$305K Sell
2,915
-624
-18% -$65.2K 0.05% 154
2025
Q1
$373K Hold
3,539
0.07% 125
2024
Q4
$377K Hold
3,539
0.06% 142
2024
Q3
$384K Hold
3,539
0.07% 133
2024
Q2
$377K Hold
3,539
0.07% 129
2024
Q1
$381K Buy
+3,539
New +$381K 0.07% 131