Angeles Wealth Management’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
$60.7M Buy
581,118
+364,509
+168% +$38.1M 4.16% 7
2025
Q1
$22.8M Sell
216,609
-207,376
-49% -$21.9M 1.9% 13
2024
Q4
$45.2M Sell
423,985
-160,138
-27% -$17.1M 3.72% 7
2024
Q3
$63.5M Buy
+584,123
New +$63.5M 5.47% 6