Ballentine Partners’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
$1.8M Buy
17,246
+5,431
+46% +$567K 0.03% 211
2025
Q1
$1.25M Buy
11,815
+3,283
+38% +$346K 0.02% 251
2024
Q4
$909K Buy
+8,532
New +$909K 0.02% 309