Berger Financial Group’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	$396K	Buy	3,788 +3	+0.1%	+$313	0.03%	295
2025 Q1	$399K	Buy	3,785 +18	+0.5%	+$1.9K	0.03%	290
2024 Q4	$401K	Buy	3,767 +571	+18%	+$60.8K	0.03%	283
2024 Q3	$347K	Buy	+3,196	New	+$347K	0.03%	278