B.O.S.S. Retirement Advisors’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
$1.15M Sell
11,033
-551
-5% -$57.6K 0.29% 70
2025
Q1
$1.22M Buy
11,584
+3,996
+53% +$421K 0.35% 61
2024
Q4
$808K Buy
7,588
+5,569
+276% +$593K 0.23% 93
2024
Q3
$219K Buy
+2,019
New +$219K 0.04% 197
2024
Q1
Sell
-5,024
Closed -$545K 195
2023
Q4
$545K Buy
5,024
+195
+4% +$21.1K 0.11% 183
2023
Q3
$495K Buy
4,829
+116
+2% +$11.9K 0.11% 189
2023
Q2
$503K Buy
4,713
+483
+11% +$51.5K 0.11% 183
2023
Q1
$456K Buy
4,230
+85
+2% +$9.16K 0.11% 175
2022
Q4
$437K Buy
+4,145
New +$437K 0.11% 171