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

Bernard Wealth Management’s Portfolio MUB Stock Details MUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$221K Sell
2,118
-202
-9% -$21.1K 0.1% 58
2025
Q1 		$245K Sell
2,320
-656
-22% -$69.2K 0.12% 53
2024
Q4 		$317K Buy
+2,976
New +$317K 0.15% 48