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Apex Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Apex Wealth Management’s Portfolio MUB Stock Details MUB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$219K Sell
2,097
-394
-16% -$41.2K 0.18% 54
2025
Q1 		$263K Sell
2,491
-10,262
-80% -$1.08M 0.24% 44
2024
Q4 		$1.36M Buy
+12,753
New +$1.36M 1.17% 27