Atria Wealth Solutions’s iShares National Muni Bond ETF MUB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$13M	Sell	124,365 -145,909	-54%	-$15.2M	0.29%	74
2025 Q1	$28.5M	Sell	270,274 -29,958	-10%	-$3.19M	0.34%	55
2024 Q4	$32M	Buy	300,232 +38,778	+15%	+$4.17M	0.35%	52
2024 Q3	$28.4M	Buy	261,454 +29,928	+13%	+$3.23M	0.31%	62
2024 Q2	$24.7M	Buy	231,526 +30,864	+15%	+$3.29M	0.27%	73
2024 Q1	$21.6M	Buy	200,662 +17,896	+10%	+$1.93M	0.24%	90
2023 Q4	$19.8M	Buy	182,766 +808	+0.4%	+$84.4K	0.25%	86
2023 Q3	$18.7M	Buy	181,958 +18,312	+11%	+$1.93M	0.26%	82
2023 Q2	$17.5M	Buy	163,646 +12,785	+8%	+$1.37M	0.24%	93
2023 Q1	$16.3M	Buy	150,861 +13,912	+10%	+$1.49M	0.24%	90
2022 Q4	$14.5M	Sell	136,949 -2,636	-2%	-$275K	0.23%	98
2022 Q3	$14.3M	Buy	139,585 +15,613	+13%	+$1.66M	0.25%	91
2022 Q2	$13.2M	Sell	123,972 -5,700	-4%	-$608K	0.26%	90
2022 Q1	$14.2M	Buy	+129,672	New	+$14.6M	0.24%	87